FINANCIAL ADVISER

Editorial

The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...

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Financial planning

The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...

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Financial planning

Guardian Advice has unveiled an overhauled succession planning strategy that it says will make it easier for younger financial advisers to buy into practices and allow fo...

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Policy & Regulation

The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....

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Editorial

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Editorial

Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....

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Financial planning

Amid a scramble from several major institutions to acquire extra scale in terms of distribution, retaining and acquiring key leadership personnel is also crucial to busin...

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Financial planning

MLC has launched what it describes as its “new-look” client and financial adviser websites, AdviserOnline and MyClient....

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Policy & Regulation

Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...

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Financial planning

George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....

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Editorial

Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....

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Editorial

Australian investors seem certain to close out the year with their allocations set to conservative and with half an eye on a struggling Europe, but as Mike Taylor reports...

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Financial planning

Young investors, those who have only used a financial adviser for a short time and those with minimal investments are the most dissatisfied when it comes to financial adv...

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Financial planning

The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....

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Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 18 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago