FINANCIAL ADVISER

Financial planning

MLC has created a licensee relationship manager role aimed at improving the licensee experience throughout its aligned adviser network....

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Life/Risk

Most Generation Y business owners prefer speaking with a financial adviser for their insurance needs rather than going online, according to research commissioned by Zuric...

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Financial planning

The Government's inclusion of an annual disclosure on all financial advisers in its FOFA bills seriously breaches understanding around the legislation....

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Financial planning

New research reveals degree to which Australian businesses have been spooked by overseas events....

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Financial planning

The mood of financial advisers has slid back to levels not seen since the height of the global financial crisis amid ongoing market volatility and concerns about the Gove...

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Policy & Regulation

The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....

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People & Products

T. Rowe Price has announced the appointment of Heath Branigan as business development manager focused on financial adviser distribution....

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Financial planning

Asteron-owned dealer group Guardian Financial Planning has changed its name to Guardian Advice as part of a broader rebrand, and will reposition itself as a risk-focused ...

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Financial planning

The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...

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Editorial

Col Fullagar takes a look at two income protection policies - one is offered by an industry superannuation fund, while the other comes from a retail fund. While the premi...

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Financial planning

Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...

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Financial planning

A Port Pirie financial adviser has appeared in court on one charge of deception and 27 charges of dishonest dealings with documents, brought by the Australian Securities ...

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Financial planning

Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...

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Superannuation

The August market downturn may have triggered the need for a portfolio rebalance, especially for those investing in a self-managed super fund (SMSF). Robin Bowerman explo...

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Superannuation

The August market downturn may have triggered the need for a portfolio rebalance, especially for those investing in a self-managed super fund (SMSF). Robin Bowerman explo...

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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 6 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 4 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. ...

1 week 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...

6 days 12 hours ago