FINANCIAL ADVICE

Financial planning

In the past six months, Macquarie Private Wealth has added 13 new financial advisers across six of its state offices as it continues to expand its national presence....

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Financial planning

The Association of Financial Advisers has warned against going too far to address churn when it is not systemic, and only a few advisers are guilty....

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Editorial

Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....

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Policy & Regulation

Association of Financial Advisers looks to take facilitative approach on implementation of the Future of Financial Advice regulations....

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Policy & Regulation

Elixir Consulting has urged financial planners not to leave it too late to remodel their pricing structures before Future of Financial Advice changes come into effect....

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Editorial

While the industry has given a broad welcome to the limited licensing regime, accountants will need to be subjected to the same scrutiny as financial planners, writes Mik...

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Financial planning

Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....

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Policy & Regulation

Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....

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Policy & Regulation

Russell Investments head of advice capability John Nolan says multi-manager funds will avoid inevitable complaints under FOFA's 'best interest' duty....

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Financial planning

Zenith has entered into an agreement to provide managed funds research to Brisbane-based FTS Personal Financial Advice, a former client of S&P Funds Services....

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Editorial

With FOFA having passed both the House of Representatives and the Senate, all eyes in the financial services industry will now be turned to ASIC and the consequent shape ...

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Editorial

Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...

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Policy & Regulation

The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....

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Accounting

Two key accounting bodies, CPA Australia and the Institute of Chartered Accountants in Australia, have interpreted the Government's conditional licensing regime as a mean...

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Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 3 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....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago