FINANCIAL ADVISER

Editorial

TAL’s Jim Minto argues that while the current economic climate is continuing to worry consumers, now more than ever is precisely the time financial advisers and insurers ...

image
Financial planning

A former adviser for Guardian Financial Planning has pleaded guilty in the Downing Centre Local Court to falsifying 65 insurance applications in order to collect commissi...

image
Policy & Regulation

The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...

image
Policy & Regulation

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

image
Superannuation

Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...

image
Financial planning

Client satisfaction with their advisers' skills and reliability has improved significantly in the past six months despite stagnant share market performance....

image
Financial planning

Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....

image
Financial planning

The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...

image
Financial planning

Bendigo Wealth’s phone-based scaled advice service has doubled from five to 10 wealth consultants in its first three months, with the group looking to expand it to includ...

image
Life/Risk

Col Fullagar looks at the recent changes to the insurance definition of a heart attack and considers possible impacts on the financial advice process....

image
Life/Risk

For insurers to survive and thrive they must pursue a program of continuous and customer-led innovation, writes Duncan West....

image
Superannuation

ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....

image
People & Products

The chief executive of ING DIRECT, Don Koch, is to be succeeded by Vaughn Richter, with Koch to take on the role of chief executive of ING Bank Italy....

image
Life/Risk

Insurers and financial advisers must work together throughout the emotion-charged insurance claims process if they are to truly benefit the client and avoid the the frust...

image
Financial planning

An increased focus on direct investments, particularly from self-managed super fund (SMSF) clients, has led Instreet Investment to target the acquisition of private clien...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago