financial advice

Editorial

What advisers can gain from social listening

Eric Blewitt points to the benefits of social media for financial advisers and listening to the questions, not the answers....

Editorial

No unscrambling the LIF omelette

There can be no doubting how many life/risk advisers remain aggrieved by the LIF outcome, but bi-partisan Parliamentary support means there is no unscrambling the omelett...

Financial planning

Former Macquarie Equities adviser banned

ASIC has banned a former Macquarie Equities Limited representative from providing financial services for five years for inappropriate advice and engaging in unauthorised ...

Financial planning

ASIC permanently bans former insurance company director

ASIC has permanently banned a former NSW insurance company director, Timothy Pratten, from providing financial services and from engaging in credit activities....

Financial planning

Australians lack advice for retirement

Forty-one per cent of working age Australians have not received any financial advice to prepare for retirement, according to HSBC....

Editorial

Adapting to cope with change

Association of Financial Advisers chief executive, Brad Fox, argues that planners will need to become increasingly adaptive to cope with the rapid rate of change occurrin...

Financial planning

SURVEY: Are dealer groups still appropriate?

Dealer groups have been an integral part of the financial planning industry but do they remain relevant in a post-FOFA increasingly technological world?...

Financial planning

Monitor portfolios to avoid liability

Financial advisers who promise to provide ongoing portfolio monitoring services but fail to do so face liability if the client suffers financial loss....

Financial planning

Sydney firm AFSL cancelled

ASIC has cancelled the AFSL of Sydney-based general product advice provider, Etern Wisdom, for breaching both its obligations and its licence conditions. ...

Financial planning

Cbus launches in-house advice model

Industry super fund, Cbus, has launched an in-house financial advice service model and will expand its over-the-phone advice offering later this year....

Tools & guides

Lessons learnt from clients’ perception of advice

Financial advice is more than picking stocks or managed funds and advisers need to understand the different services that are important to their clients, Matt Walsh write...

Financial planning

CFS announces adviser upgrades

CFS has introduced online tools to enable instant set-up of client accounts and will launch various managed accounts solutions on its wrap....

Features

When year-end tax strategies rely on a federal election

Decisions regarding tax this financial year have a lot to do with the upcoming federal election and possible legislative changes. Jassmyn Goh finds out how advisers can b...