FINANCIAL ADVICE

Funds management

BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....

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Financial planning

New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...

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Financial planning

A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....

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Financial planning

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

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Editorial

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

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Financial planning

As expected, the Government has limited its Budget support for the financial services regulators....

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Funds management

Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...

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Financial planning

Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...

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Editorial

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...

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Policy & Regulation

Colonial First State has introduced an FDS capability and completely removed conflicted remuneration from its platforms ahead of the looming FOFA deadline....

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Financial planning

Warning that FOFA fee disclosure requirements will create more problems than they fix....

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Financial planning

The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....

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Superannuation

Asset managers need to figure out how they can get involved in the booming SMSF sector, according to Bennelong Funds Management's Jarrod Brown....

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Financial planning

Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...

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Financial planning

Planners hold back on selling up while demand continues for acquisition ...

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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 ...

4 weeks 2 days 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....

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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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