FINANCIAL ADVISER

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

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Financial planning

MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....

Financial planning

Macquarie Group’s financial planning software provider Coin has acquired the remaining 50 per cent stake in Outplan....

Editorial

Fiducian's Merton Miles explains the main principles financial planners must adhere to if they are to meet the needs of their clients....

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Financial planning

A national advertising campaign to be run by AXA Asia Pacific over the next fortnight seeks to make a silver lining out of the ACCC’s blocking of its proposed marri...

Financial planning

Industry funds push virtue of intra-fund advice over “limousine service” full advice model....

Financial planning

The Rule of Law Institute of Australia has formally called for a judicial inquiry into the coercive powers utilised by Australia’s financial services regulators, in...

Financial planning

The reverse mortgage market has faced a great deal of criticism over the years. Angela Faherty looks at the issues facing the sector and asks whether it can ever shake of...

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Editorial

The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...

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Financial planning

Super funds and their service delivery agents are racing to take new intra-fund advice technology to market. ...

People & Products

AMP has appointed seven new people to its IFA Protection team in response to an increase in demand for enhanced risk in the IFA channels....

People & Products

ING Investment Management (INGIM) Australia has appointed Stuart Devlin as its southern region manager. He will be responsible for building the organisation’s prese...

People & Products

Veteran financial adviser John Campbell has been appointed Australian chairperson of the Million Dollar Round Table....

Financial planning

ASIC has succeeded in having the Federal Court overturn an AAT decision lifting a banning order on a Queensland planner....

Financial planning

Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...

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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....

1 week 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 5 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 3 days ago