FINANCIAL ADVISER

Superannuation

Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...

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Financial planning

Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...

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Editorial

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

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Life/Risk

Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...

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Superannuation

Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...

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Financial planning

DomaCom to be placed on Lonsec platform...

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Financial planning

MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...

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Funds management

Listed managed fund trading service to be operational in first half of this year....

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Financial planning

Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....

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Financial planning

Trio-linked adviser Ross Tarrant has appealed his seven-year ban from the industry, also criticising Labor MP Steve Jones for political point-scoring over the issue....

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Superannuation

Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...

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Life/Risk

TAL executive warns consumers that having a secret money stash is no substitute for financial protection....

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Editorial

Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....

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Financial planning

The corporate regulator has worked through the Christmas and New Year period, having made a number of key announcements during the three weeks....

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Financial planning

Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....

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MARKET INSIGHTS

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

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 7 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 11 hours ago