financial adviser

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

Bankrupt adviser removed from industry

A Sunshine Coast adviser has copped a nine-month ban from the industry after becoming an undischarged backrupt....

Financial planning

Sally Huynh - raising the bar in 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

Former adviser convicted for inappropriate advice

Victorian planner ordered to pay back funds while Perth adviser faces fraud and stealing charges....

Editorial

Google is not a financial adviser

Nobody should be surprised by research released by major insurer TAL suggesting that people are more inclined to resort to the internet and search engines as a primary so...

Financial planning

Financial advice valued but rarely used

BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....

Financial planning

Tupicoffs’ James Kenny picks up Financial Planner of the Year

Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...

Financial planning

Narrow-minded approach to compliance costs profession

A ‘discipline and punish’ style approach to compliance from auditors does little to stop licensees from repeating the same shortcuts and mistakes, a financial adviser bel...

Editorial

A passion to improve perceptions

Christine Swanson was one of the key driving forces behind the launch of the Association of Financial Advisers’ Inspire initiative, which was created to connect and encou...

Superannuation

ETF industry hits $2.3 trillion in AUM

The global ETF industry has reached $2.3 trillion in assets under management, according to State Street Global Advisors' October ETF industry update. ...

Financial planning

ASIC admits scrutinising Senate Inquiry submissions

ASIC chairman Greg Medcraft says the regulator has been examining all the submissions to the Senate Inquiry so ASIC can do a better job....

Financial planning

Investec launches into financial adviser lending market

Investec Australia rolls out lending offering to independent financial advisers....

Funds management

ETF market doubles in size in three years

Local ETF market set to pass $10 billion mark....

Life/Risk

Consumers bypassing advisers for the internet

Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...

Financial planning

Social media presence not enough to engage: planner

Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...