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FINANCIAL ADVISER
Life/Risk
Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...
Superannuation
Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...
Financial planning
DomaCom to be placed on Lonsec platform...
Financial planning
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
Funds management
Listed managed fund trading service to be operational in first half of this year....
Financial planning
Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....
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....
Superannuation
Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...
Life/Risk
TAL executive warns consumers that having a secret money stash is no substitute for financial protection....
Editorial
Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....
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....
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....
Financial planning
A Sunshine Coast adviser has copped a nine-month ban from the industry after becoming an undischarged backrupt....
Financial planning
Sally Huynh’s dedication to raising the level of professionalism in financial planning scored her the title of runner-up in the 2013 Financial Planner of the Year awards....
Financial planning
Victorian planner ordered to pay back funds while Perth adviser faces fraud and stealing charges....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...