ADVISERS

Superannuation

Gearing in self-managed super funds (SMSFs) is one of the most confusing issues for advisers, and the Queensland floods could highlight the need for legislative change, a...

Financial planning

An absence of business plans means advisers are failing to make the most of their practices....

Policy & Regulation

Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....

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Financial planning

ANZ-owned RI Advice Group has recruited another practice to its network, this time adding Perth-based firm The Wealth Designers....

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Financial planning

The consequences of breaching fiduciary duty under the Government’s Future of Financial Advice (FOFA) reforms could be much steeper than first thought, with the pos...

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Financial planning

Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...

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Financial planning

Platform technology has developed to the point where it can adapt to meet the evolving needs of advisers, including an opt in solution, according to Macquarie Adviser Ser...

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Financial planning

If the shift to a fee-for-service model does come into play next year as part of the Government’s Future of Financial Advice (FOFA) reforms, it is expected that lis...

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Policy & Regulation

One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...

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Financial planning

There is a distinct difference in adequate levels of insurance between people who have received financial advice and those who have not, according to a new piece of resea...

Financial planning

The number of advisers with margin lending authorisation is surprisingly low, although this may be due to continuing conservatism, according to Claire Wivell Plater, mana...

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Financial planning

Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....

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Financial planning

Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...

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Financial planning

New Investment Trends research reveals who is using what amid a growing trend by planners to write risk and life....

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Editorial

Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....

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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 ...

4 weeks 2 days ago
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 ...

4 weeks 2 days ago
gonski

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

1 month ago

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....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

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

3 weeks 2 days ago