FINANCIAL ADVICE

Financial planning

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

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Financial planning

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

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Financial planning

The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...

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Financial planning

Financial planning fees are the most commonly mentioned barrier to consumers taking up financial advice, according to CoreData's latest mystery shopping exercise conducte...

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Financial planning

Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...

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Superannuation

Bendigo Wealth is targeting fee-for-service independent financial advisers (IFAs) with the launch of a low-cost, 'true-to-label' superannuation product called SmartStart ...

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Policy & Regulation

Detail is still missing from recently announced draft Future of Financial Advice reforms, and the 2012 implementation dates for some changes are too soon for industry par...

Policy & Regulation

The Industry Super Network has welcomed the second tranche of FOFA and offered help to Govt on developing the fine detail....

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Policy & Regulation

When the "best interests" duties contained in the Future of Financial Advice (FOFA) reforms become law, the lack of a legal precedent will see the Financial Ombudsman Ser...

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Financial planning

Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...

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Policy & Regulation

Prime Minister Julia Gillard's strong support for the Industry Super Network on opt-in has prompted calls by the AFA for a declaration of the Government's real agenda....

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Policy & Regulation

Independent dealer groups can still thrive in the post-Future of Financial Advice environment given the right structure, according to the Australian Financial Services (A...

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Financial planning

ASIC has been told its class order relief on intra-fund advice might have been better used if it had been available to related entities....

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Financial planning

Guardian has begun offering free risk-based statements of advice to its financial planners using an in-house paraplanning service....

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People & Products

ClearView has added five-adviser practice Lambert Investments to its network....

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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 1 day 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 ...

4 weeks 2 days 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