ADVISERS

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...

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Financial planning

Trusted advisers may help connect their clients to philanthropy, according to DSS study....

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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 ...

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Financial planning

The AFA has voiced concerns ASIC’s industry funding model would pass costs aimed to remediate poor advisers on to all advisers....

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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....

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Financial planning

ANZ has confirmed that financial advisers reduce the number of complaints around life insurance at claims time....

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Financial planning

Ignition Wealth has announced the launch of a new division to assist advisers with the addition of robo services to their businesses....

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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....

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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....

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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...

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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....

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Policy & Regulation

ASIC has recommended that certain types of advisers should be covered by whistle-blower protections. ...

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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....

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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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Financial planning

CFS platforms have exceeded $535 million thanks to advisers driving annuities to meet complex retirement needs while maintaining admin efficiencies....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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