ADVISERS

SMSF

The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...

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Policy & Regulation

The Australian Baking Association has warned that new Design and Distribution laws may result in bank staff being mistaken for advisers....

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Life/Risk

A key Senate Committee has been told that the Government’s new Design and Distribution Obligations and Product Intervention powers risk putting advisers in conflict with ...

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People & Products

Following the launch of its conference app last year, Synchron has launched a new professional development app for advisers. ...

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Policy & Regulation

The Royal Commission interim report has highlighted dishonesty and greed as two recurring themes in the financial advice industry....

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Financial planning

The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....

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Life/Risk

New data points to life insurers becoming increasingly reliant on advisers as the major banks exit life insurance products....

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Financial planning

The role of the financial adviser is changing as a result of increased client expectations and technological advances, according to a Macquarie report....

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People & Products

With fee disclosure a key issue facing advisers, two financial advisers have formed a new company, PortfoliosDirect, which will allow advisers to offer a transparent, non...

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Financial planning

The accounting and advice firm network has delivered an average profit margin from its firms of 15 per cent for fiscal 2018, up from 12 per cent in the prior year....

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Financial planning

Over 1,000 advisers have attended BT Financial Group’s BTNext events across the country this week, with the events’ keynote speaker offering insights on better understand...

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Financial planning

Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...

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Financial planning

The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....

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Financial planning

National Australia Bank and MLC Limited were prepared to rely on the attestations of their financial advisers to help determine whether to refund clients on the basis of ...

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Financial planning

Younger Australians are shying away from seeking professional financial advice following the Royal Commission and this could cost the broader economy dearly, fund manager...

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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 ...

1 month 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 ...

1 month 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 3 days ago

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

3 weeks 4 days ago

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

2 weeks 3 days ago