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ADVISERS
People & Products
Former Future Fund boss, Mark Burgess has joined the HESTA board and will head the new investment committee....
Financial planning
While the financial advice industry was largely on the path to professionalism and efficiency, background checks when hiring new advisers need to be more robust, ASIC sai...
Financial planning
Trusted advisers may help connect their clients to philanthropy, according to DSS study....
Superannuation
There has been a tendency across the advice industry to use a cookie cutter model and this will need to be expanded to service the needs of SMSF trustees, according to a ...
Financial planning
The AFA has voiced concerns ASIC’s industry funding model would pass costs aimed to remediate poor advisers on to all advisers....
Policy & Regulation
Consumer group Choice wants all grandfathered commission arrangements to end and for advisers to be required to declare their status – independent or aligned....
Financial planning
ANZ has confirmed that financial advisers reduce the number of complaints around life insurance at claims time....
Financial planning
Ignition Wealth has announced the launch of a new division to assist advisers with the addition of robo services to their businesses....
Life/Risk
Insurance advisers would like banking staff to be trained more on their products and more technology to be implemented for efficiency, according to Adviser Ratings....
Life/Risk
YTML has this week announced a strategic partnership with risk specialist technology firm, Omnium, to deliver new offerings for advisers in the life insurance space....
Financial planning
ASIC’s regulatory guidance on managed accounts as well as enhanced features should see an uptick in adviser take-up of the platform, according to Tria Investment Partners...
Life/Risk
Parliamentarians need to understand that the major life insurers, not advisers, set and control the dynamics of the life insurance industry, according to the AIOFP....
Policy & Regulation
ASIC has recommended that certain types of advisers should be covered by whistle-blower protections. ...
Financial planning
The financial advice market is at an inflection point of various underlying business models within Australia’s licensee brands, according to Fitzpatricks Private Wealth....
Financial planning
Colonial First State’s record of advice (RoA) enhancements has helped drive a 10 per cent jump in adviser usage....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...