FINANCIAL ADVICE

Life/Risk

Zurich boss Colin Morgan says upfront commissions have an ongoing place in insurance advice....

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Financial planning

Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...

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Editorial

The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...

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Financial planning

Matrix promotes two staffers and outsources paraplanning...

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Financial planning

Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....

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Financial planning

Legacy products and commission payments associated with them will continue to be a factor in adviser remuneration, but that doesn’t mean the conflict will remain, accordi...

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Financial planning

Industry body Boutique Financial Planners has called for clear disclosure of licensee ownership after Roy Morgan research revealed a large percentage of consumers were no...

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Financial planning

ASIC claims it had concerns about the quality of financial advice being delivered in Australia before the collapse of Storm and the Commonwealth FP enforceable undertakin...

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Editorial

While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...

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Financial planning

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

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Financial planning

Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...

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Financial planning

Perth securities dealer Stellar Securities has had its Australian financial services licence cancelled after it failed to comply with its financial requirement conditions...

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Superannuation

FSC urges use of Treasury inter-generational report as basis for five-year super policy settings. ...

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Financial planning

The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....

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Superannuation

The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago