FINANCIAL ADVICE

Financial planning

The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the financial planner Code of Ethics....

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Expert Analysis

As vital as business development is to the successful management of a financial planning practice, it often falls by the wayside. Ray McHale outlines how to complete a br...

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SMSF

The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....

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Financial planning

The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....

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Financial planning

A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner, after ASIC found that he stole around $4.88 million from...

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Financial planning

The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...

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Financial planning

Industry Super Australia has told a key Parliamentary Committee that advisers can’t necessarily be trusted when it comes to giving advice around the selection of post-ret...

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Financial planning

Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...

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Financial planning

The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...

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Expert Analysis

Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models, writes Arnie Selvarajah, CEO of Bell Direct....

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Financial planning

Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by Legg Mason....

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Financial planning

New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...

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Superannuation

A new survey has revealed strong support for removing bank-provided “general” advice from the superannuation equation....

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Financial planning

Established and well-respected advice firms have little to fear from the Royal Commission, according to a new white paper from ClearView....

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Financial planning

Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...

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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 ...

1 month 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 ...

1 month ago
gonski

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

1 month 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 4 days ago

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

3 weeks 5 days ago

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

2 weeks 4 days ago