FINANCIAL ADVICE

Financial planning

Australian Unity has posted a better advice revenue bottom line despite reducing its number of advisers and installing a new leadership team....

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Financial planning

MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...

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Financial planning

Major accounting body, Chartered Accountants ANZ has argued for accountants to be given the right to give ‘incidental advice’ under a carve-out from the financial advice ...

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People & Products

Financial planning firm Eureka Whittaker Macnaught has acquired Parramatta-based financial adviser Warren McHattan....

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Life/Risk

Serious questions have been raised about whether the Government even understood the existence of hundreds of thousands of ‘risk-only’ superannuation fund members when it ...

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Financial planning

Is there an advice/accounting convergence underway and is it something advisers want?...

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Superannuation

Issues when seeking face-to-face financial advice is the number one unresolved problem most super fund members have when engaging with their funds, with funds’ advice off...

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Superannuation

Self-managed superannuation fund members say they want more financial advice, with 315,000 reporting they had unmet advice needs this year, up from 275,000 last year, but...

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Policy & Regulation

Taking a templated approach to financial advice has seen a financial adviser banned from providing financial services by the Australian Securities and Investments Commiss...

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Financial planning

The Cancer Council runs a pro bono program supported by funding from the AMP Foundation, to help alleviate the burden caused by financial stress during a cancer diagnosis...

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Life/Risk

The financial planning industry’s two major member associations have confirmed that they will be taking a joint approach to the regulator’s life insurance review, with re...

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People & Products

A leading platform provider has developed a first for the industry, combining data science and technology to identify client behavioural patterns that could indicate a ne...

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Financial planning

The Institute of Public Accountants has advocated an advisory role for accountants flowing from the Government’s promised review of the retirement income system....

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Policy & Regulation

Australian Securities and Investments Commission (ASIC) chair James Shipton has issued a ‘fairness challenge’ to the financial services industry....

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Financial planning

The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam registration and sitting dates along with a curriculum guide and ...

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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 ...

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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 ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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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....

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

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

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