ADVICE

Editorial

The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....

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Financial planning

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

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Financial planning

The Australian Securities and Investments Commission has banned an authorised representative of WealthSure from providing financial services for five years....

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Financial planning

New research suggests financial planners have once again cut the amount charged for advice in a bid to maintain or increase business profitability....

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Policy & Regulation

ASIC signals it will apply the same rules to both scaled and holistic advice....

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Financial planning

Most direct investors want advice but they are unclear on adviser's value propositions, CoreData has found....

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Superannuation

New report advocates tailoring SMSF advice to generational needs....

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Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

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Superannuation

On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...

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People & Products

In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....

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Superannuation

Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...

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Financial planning

Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....

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Financial planning

Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....

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Tools & guides

The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...

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Financial planning

The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....

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Never miss the latest news and developments in wealth management industry

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 17 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