ADVICE

Policy & Regulation

The disallowance of the Future of Financial Advice amendments may hurt consumers who will not be able to access scaled advice and may be forced to change to less suitable...

Financial planning

New aged care reforms are making the process of entering an aged care accommodation even more complex, a specialist in aged care advice claims....

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Financial planning

It's been an issue that's ruffled feathers across the industry, but is scaled advice finally gaining traction in the planning world? Kate Cowling investigates. ...

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Financial planning

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

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Financial planning

Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...

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Superannuation

People aged between 35 and 49 do not place value in going to a financial advisor, with only 15 per cent having done so....

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Financial planning

More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....

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Financial planning

After scanning through thousands of Statements of Advice, Katherine Marchant runs through the common mistakes planners make that jeopardise best practice....

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Life/Risk

More than a third of life insurance advice has not been appropriate according to a review conducted by ASIC....

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Financial planning

MFAA claims mortgage brokers have not been through any major scandals as a result of lower levels of risk and the application of higher professional standards...

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Financial planning

Advisory firm finds an increasing number of Australian business owners are choosing to part-sell their business....

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Financial planning

ASIC has suspended the licence of a boutique planning group for three months for a failure to comply with its compliance obligations...

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Financial planning

AMP chief executive, Craig Meller says self-interested parties are seeking to dumb down advice to just product selection....

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Financial planning

The financial services sector still lacks regulation that requires advisers to identify when they are providing independent advice and when they are selling products, a l...

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Financial planning

A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 8 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago