FINANCIAL ADVISER

Superannuation

When it comes to retirement savings, giving Australians tangible information that is focused on the long term should help to reconnect them with their superannuation, wri...

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Financial planning

Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....

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Financial planning

Professional Investment Services has commissioned a report examining a proposed takeover of the Opus 21 property fund by Century Funds Management – a report Opus ha...

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Editorial

Geoff Wilbow explains why the current superannuation contribution caps are counterproductive and inefficient....

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Superannuation

The financial services industry needs to do more to cater for women nearing or in retirement, although tailored services and products for women are lacking in general, ac...

Superannuation

Super fund members are reluctant to take up financial advice due to lack of knowledge in what the offering entails and the cost involved, according to research by Profess...

Financial planning

A former Sydney-based financial adviser has been charged with fraud for allegedly taking $600,000 from his clients’ accounts following an investigation by the Austr...

Financial planning

There is a distinct difference in adequate levels of insurance between people who have received financial advice and those who have not, according to a new piece of resea...

Financial planning

A Hillross business has been awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model....

Editorial

The life insurance market represented a driver for growth in the financial services industry last year and, according to Tower's Jim Minto, there is little likelihood the...

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Policy & Regulation

Paragem’s network expands as the company sees promise in the FOFA reforms....

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Financial planning

A new generation investment platform owned by Investorfirst, HUB24, has added 13 new non-unitised portfolios to its menu....

Financial planning

Despite the global economic downturn, positive investor sentiment is starting to return, which is good news for Australia, says Darren Moglia....

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Financial planning

Advisers and investors burnt by the collapse of the Prime Retirement and Aged Care Property Trust believe they have identified significant wrongdoing in the management of...

Financial planning

More financial planners may be getting their own Australian Financial Services Licences (AFSLs), but the real debate should be about fulfilling ongoing compliance obligat...

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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...

4 weeks 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 1 week 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 5 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 1 day 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...

1 week ago