FINANCIAL ADVISER

Financial planning

A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....

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Financial planning

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...

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Financial planning

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...

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Financial planning

The ATO should be able to exercise discretion when concessional caps are breached due to poor financial advice, says AIST chief executive Fiona Reynolds....

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Financial planning

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...

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Financial planning

Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....

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Life/Risk

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...

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Financial planning

For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....

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Financial planning

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...

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Financial planning

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...

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Financial planning

Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....

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Life/Risk

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...

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Editorial

Dominic McCormick explains why passive funds are not a low risk portfolio approach....

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Life/Risk

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...

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Financial planning

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....

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MARKET INSIGHTS

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

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 7 hours ago