FINANCIAL ADVICE

Accounting

Three quarters of accountants who took part in an MLC survey intend to deliver financial advice to their clients under the proposed new accountant's licensing regime....

image
Financial planning

With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....

image
Financial planning

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

image
Financial planning

Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....

image
Editorial

A Money Management/Association of Financial Advisers forum dealing with the Financial Services Council’s framework on life/risk remuneration uncovered strong feelings and...

image
Financial planning

A number of business development managers who have been made redundant by financial services institutions are struggling to find their way back into the industry....

image
Superannuation

NGS Super claims its in-house financial planning model has proved effective in dealing with members' specific needs....

image
Financial planning

ASIC has monitored more than 3,300 providers of financial advice over the past year, dedicating 29 staffers to the surveillance....

image
Policy & Regulation

Most financial planning principals have felt the need to reduce costs within their businesses, according to a survey conducted by Money Management....

image
People & Products

Former Millennium3 Financial Services executive director of advice and advocacy Sean Graham has joined Mills Oakley Lawyers' financial services practice....

image
Policy & Regulation

Rubik Financial managing director Wayne Wilson says the fourth version of COIN is ready for the Future of Financial Advice (FOFA) reforms....

image
Financial planning

GBST has released a new wealth management platform that it said is market ready for incoming Future of Financial Advice (FOFA) requirements....

image
Policy & Regulation

The ATO has been urged to treat the provision of advice within super equally across types of funds....

image
Financial planning

There is some concern in the industry about the language used by ASIC in its consultation papers on the delivery of financial advice....

image
Financial planning

Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....

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 ...

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....

2 weeks 2 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 3 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 2 days ago