FINANCIAL ADVISER

Financial planning

New online advice platform offers full financial plans for as little as $199....

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months 1 week ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 5 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 3 days ago

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

4 days 3 hours ago