FINANCIAL ADVICE

Financial planning

The chairman of National Australia Bank, Ken Henry has told the Royal Commission he wishes the board had acted more promptly in dealing with a customer remediation proces...

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Financial planning

NAB chief executive, Andrew Thorburn, has defended some fees for no service charged by the bank as a “process issue” rather than dishonesty, as he came under fire at the ...

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Policy & Regulation

Authorised advisers need to make sure they’re on ASIC’s Financial Advisers Register by the end of the year, before new professional standards take effect, or risk being t...

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Superannuation

New analysis from Rice Warner has suggested that the removal of volume-based adviser fees would challenge superannuation just as much as it would challenge planning firms...

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Financial planning

Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....

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Financial planning

Westpac chief executive, Brian Hartzer has acknowledged that the big banking group is ‘thinking through’ the future of its advice business....

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Financial planning

The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....

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Awards

In the fifteenth year of the Money Management/DEXX&R Adviser Choice Risk Awards, MLC Life has maintained its top place on the podium as the Risk Company of the Year for 2...

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Expert Analysis

Antoinette Mullins draws on her personal experience and explains how to navigate your client’s money values to ensure they get the best outcomes. ...

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Expert Analysis

Margo Lydon says financial advisers should consider clients’ mental and emotional wellbeing if they want to build high-trust relationships....

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Financial planning

Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...

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Financial planning

IOOF has sought to ensure the retention of newly-acquired ANZ aligned advisers by offering participation in an ‘Adviser Recognition Program’ with vesting heavily reliant ...

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Financial planning

Dishonestly using his position to gain benefits in the amount of $800,000 has seen a former Gold Coast financial adviser sentenced to two-and-a-half years in prison by th...

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Superannuation

Major planning software provider, IRESS has launched an automated personal advice solution for superannuation funds....

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Financial planning

The Royal Commission saw employment prospects in banking and insurance plummet more than any other sector for the September quarter, according to the Sunsuper Australian ...

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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 ...

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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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