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FINANCIAL ADVISER
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Editorial
The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...
Financial planning
Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....
Financial planning
Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...
People & Products
Shaun Thomas has joined Australian Unity Investments (AUI) as business development manager for New South Wales and ACT....
Financial planning
With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...
Financial planning
While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Financial planning
The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....
Financial planning
Former South Australian financial planner Trevor Wayne Carll has been sentenced to two years in prison with a 13-month non-parole period....
Financial planning
A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...