The exits of the banks and the exodus of financial advisers has left the industry in a state of flux, according to HLB Mann Judd head of wealth, Michael Hutton....
Two very different surveys have confirmed that trust sits at the heart of good relationships between advisers and their clients....
Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...
Wayne Blazejczyk recommended clients with low super balances to set up a SMSF and use an admin service he was the owner of and to invest in a fund that he was the investm...
Legislation surrounding the regulation of claims handling may have insurers and related parties look to fall under a single Australian Financial Services License to ease ...
The Federal Court has imposed penalties amounting to $9.15 million on Westpac because of its failure as a licensee with respect to poor financial advice provided by a for...
Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....
The quality of advice provided by retail funds and industry funds have been found to be similar, according to the Australian Securities and Investments Commission....
Westpac has announced another $341 million in provisioning for customer remediation programs....
Seven different regulators combined with three different complaints and disciplinary bodies mean that financial planners have been left sinking in a regulatory swamp....
The question of whether the advice fees deducted by superannuation funds are reasonable and fair is being examined by the Australian Securities and Investments Commission...
New research has confirmed that clients are more aware of advice but are still struggling to understand the value it delivers....
‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...
Providing advice with respect to Self-Managed Superannuation Funds is complex and something deserving deeper analysis than the current review of the Tax Practitioners Boa...
Many of the financial advice businesses named by the Australian Financial Complaints Authority as having failed to pay complaint-related charges are already out of busine...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...