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FINANCIAL ADVISER
Financial planning
Matrix Financial Planning is seeking expressions of interest to sell 100 per cent of the business to an external investor....
Financial planning
MLC has created a licensee relationship manager role aimed at improving the licensee experience throughout its aligned adviser network....
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...
Financial planning
The Government's inclusion of an annual disclosure on all financial advisers in its FOFA bills seriously breaches understanding around the legislation....
Financial planning
New research reveals degree to which Australian businesses have been spooked by overseas events....
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...
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....
People & Products
T. Rowe Price has announced the appointment of Heath Branigan as business development manager focused on financial adviser distribution....
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 ...
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...
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...
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...
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 ...
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...
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
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...