FINANCIAL ADVICE

Tools & guides

David Barrett looks at what financial advisers need to understand now that the TTR changes come into place....

image
Financial planning

Major consultancy, KPMG, has urged that superannuation funds providing CIPRs be full licensed to provide financial advice....

image
People & Products

Andrew Kennedy has been confirmed as chief executive of Total Financial Solutions Australia, moving up from his acting CEO role....

image
Features

While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...

image
Financial planning

The low number of practices with a succession plan, combined with an ageing financial advice industry, can mean principals will be forced to sell businesses at a much low...

image
Features

Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are em...

image
Tools & guides

Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....

image
Policy & Regulation

The Future of Financial Advice ban on conflicted remuneration should be expanded to encompass the salaries of bank executives, according to the Finance Sector Union....

image
Editorial

What is the difference between a ‘rebate’ and a ‘commission’ and is a different standard being applied to the ‘risk sharing rebates’ paid to industry funds by insurers?...

image
Financial planning

Compliance automation was disrupting the comprehensive advice model and was replacing it with single piece advice as clients demanded more efficiency and innovation....

image
Financial planning

New research from MLC has confirmed a ready market for financial advice with fewer than three-in-10 Australians receiving advice but high levels of satisfaction among tho...

image
Policy & Regulation

Consumer group Choice wants all grandfathered commission arrangements to end and for advisers to be required to declare their status – independent or aligned....

image
Financial planning

Super funds were failing to utilise data to integrate their online advice offering with human financial advice services to engage more members. ...

image
Funds management

The lack of external finance for innovative firms with high commercial potential is a lost opportunity to the economy, IPA believes....

image
Tools & guides

Independent financial advisers may not have been exposed to the various elements of risk management and they therefore could inadvertently neglect them to the detriment o...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 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