FINANCIAL ADVICE

Funds management

New investors benefited more from the positive results from capital markets while older investors worried about the future, Australian Unity’s index showed....

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Policy & Regulation

The Governance Institute has urged the Senate to wait for hard evidence from a whistleblowing project from Griffith University before making recommendations rather than r...

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People & Products

Suncorp has announced it would offer white-labelled Challenger annuities via its adviser channel....

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Superannuation

Super funds have a chance to boost their financial advice offering and engage with members who craved increased returns amid unstable financial markets....

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Features

Trust needs to be established as a core competency to help deliver quality advice and to help consumer regain trust in financial services, Charmaine Cheung writes....

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Financial planning

Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people....

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Financial planning

The Commonwealth Bank has offered almost $4.9 million in compensation to clients who received poor advice while it has offered compensation to 201 cases for poor advice i...

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News

Bankwest was in the process of closing its salaried advice business with the CBA offering the advice team opportunities to transition to Financial Wisdom. ...

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Financial planning

Imminent changes to lift requirements on MDA operators by ASIC including the removal of a no action letter will disrupt advice businesses using limited MDA arrangements. ...

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Financial planning

ASIC has permanently banned a former Queensland AMP Financial Planner representative from providing financial services for providing inappropriate advice and borrowing cl...

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Financial planning

ASIC’s guidance of digital advice should apply to all financial advisers because of the way financial advice businesses are structured, lawyers believe....

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Financial planning

While low fees are at the bottom of the priority list when investors pick a financial adviser, only 33 per cent of investors completely understand how they pay their advi...

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Financial planning

A former Allianz financial adviser has been sentenced to five years' imprisonment, while ASIC has permanently banned her after she was caught allegedly stealing clients’ ...

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Editorial

The Federal Court may have found that Emmanuel and Julie Cassimatis breached their duties as directors of Storm Financial but the issues around the Storm collapse are big...

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Financial planning

Financial advice and wealth advisory group, Omniwealth, has purchased a mortgage broking business to expand its mortgage services, on the back of increased demand. ...

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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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