A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....
This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
The ATO should be able to exercise discretion when concessional caps are breached due to poor financial advice, says AIST chief executive Fiona Reynolds....
A banned Gold Coast financial adviser will return to court today to face 19 criminal charges including providing false or misleading statements and failing to have a reas...
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Macquarie Life broke new ground in May 2010 with the launch of Macquarie Active risk insurance product. Col Fullagar examines whether or not it is possible to establish a...
For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....
A former Guardian Financial Planning adviser has been permanently banned from providing financial services after it was found she falsified 65 insurance policies to colle...
ASIC has permanently banned a former financial adviser and company director after an investigation revealed he transferred more than $200,000 from client accounts for his...
Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....
Different policy proposals are being suggested by the insurance industry to combat churn, but they have not been universally accepted. Who should be responsible for effor...
Dominic McCormick explains why passive funds are not a low risk portfolio approach....
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....