FINANCIAL ADVISER

Superannuation

New legislation means the Western Australian public sector superannuation funds will see its lost and unclaimed money moved to the ATO....

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Financial planning

A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....

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Financial planning

Many advisers are struggling to find their place in the post-FOFA industry, leading to a surge in mergers and acquisitions (M&A) and early retirements. ...

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Financial planning

The FPA will drop its efforts to enshrine 'financial planner' under law claiming it would be automatically protected if recommendations from the PJC are adopted by the Fe...

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Financial planning

Law firm Maurice Blackburn has issued a warning on the Macquarie client compensation processes and the dangers of vertically integrated advice....

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Financial planning

The AFA says advisers are too often being blamed for product failures and the misdeeds of others....

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Financial planning

A statutory compensation scheme for victims of financial adviser misconduct would force well-managed licensees to bail out those who failed in their obligations according...

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Superannuation

Calls by the Parliamentary Joint Committee for financial advisers to undertake specialist self-managed super fund training if they advise in this area has received a tick...

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Superannuation

ASIC cancelled the AFSL of Coal Industry Superannuation Fund after its merger with AUSCOAL Super last year....

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Top 100

BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...

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Financial planning

Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...

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Financial planning

The AFA has sought to correct a daily newspaper article which claims advisers can obtain a Fellow Chartered Financial Practitioner (FChFP) designation without completing ...

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Financial planning

Both educational qualifications and professional association membership will be later additions to the Government’s financial planner register....

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Financial planning

A former financial adviser is facing a maximum of 12 years in jail after his lawyer announced his intention to plead guilty to 54 fraud charges....

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Policy & Regulation

A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....

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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 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day 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 1 day 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. ...

3 days 22 hours 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...

3 days 2 hours ago