FINANCIAL ADVICE

Financial planning

Consumers are being offered the opportunity to win free financial advice for a year, as part of a competition run by Adviser Ratings....

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Financial planning

Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...

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Accounting

With less than a year to go to the end of the accountants’ exemption, another advice group has started offering accounting practices an outsourced AFSL facility....

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Funds management

Boutique fund managers are set to benefit from fragmentation of the advice sector, with advisers breaking away from aligned groups to offer greater variety to clients....

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Financial planning

As a pure investment house, BTIM believes asset management firms are steering towards providing more solutions than just beta products, as investors demand more income in...

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Financial planning

Public servants and defence personnel who are members of nine Commonwealth super schemes are getting their advice via Industry Fund Services....

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Financial planning

New research has confirmed that advice is pivotal to superannuation and that funds need to recognise the value delivered by financial planners....

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Financial planning

Almost one-in-five CBA clients who have had their advice assessed by the bank’s Open Advice Review program have either rejected or not responded to the assessment....

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Financial planning

Advisers concerns over the impact the ‘three year responsibility period’ will have on their businesses must be a priority for the new Prime Minister....

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Life/Risk

Advised consumers were more likely to find insurance cover that matched their financial commitments and avoided the dangers of finding the right cover....

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Tools & guides

Financial planners play a vital role for clients during a relationship breakdown, and they must join hands with legal and tax advisers, Catherine Chivers writes....

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Life/Risk

Australian businesses are being urged to insure against the threats of cybercrime in the wake of data showing attacks are costing the nation $1 billion a year....

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Financial planning

Risk specialist practice, MBS Insurance, has joined the Bombora Advice group, as the business seeks to capitalise on the opportunities of the post-FOFA/Trowbridge era....

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Financial planning

Client loyalty towards advisers will decline in the coming decades, with social media and ‘likes’ set to become the new way of advertising....

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Life/Risk

The March quarter saw an $80 billion rise in property assets and such large allocations to the asset could expose households to higher interest rates and sudden falls in ...

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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 3 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