FINANCIAL ADVICE REFORMS

Financial planning

It is important not to take legislation such as the recent round of superannuation reforms to parliament without first forming an industry consensus, according to Ministe...

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Financial planning

Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....

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Financial planning

The industry needs to turn its lobbying focus back towards educating consumers about the dangers of underinsurance, according to CommInsure's Tim Browne....

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Financial planning

The ISN has used an ASIC report that found around 90 per cent of income of the top 20 licensees is paid by product providers to reiterate calls for key elements of the FO...

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Financial planning

Financial planners and paraplanners remain an ongoing hotspot of demand as the wealth management industry continues to battle candidate shortages, according to the latest...

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Financial planning

Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....

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People & Products

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

People & Products

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

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Editorial

Samantha Hills provides tips for financial planners on how to manage and avoid conflicts of interest when dealing with clients, ahead of the proposed FOFA changes....

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Financial planning

Up to 70 per cent of financial planners have reported approaches by a rival dealer group to switch licensees in the past 12 months, according to a Midwinter survey....

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Editorial

Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...

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Financial planning

Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...

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Financial planning

FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....

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Financial planning

Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...

Financial planning

Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...

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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....

4 days 15 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 2 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 ago