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FINANCIAL ADVISER
Financial planning
A financial adviser who double-geared a risk-averse client into shares has relocated to Europe, while his licensee has been ordered to pay $110,00 in compensation....
Financial planning
The ACCC has raised concerns about NAB's bid for AXA Asia Pacific, focusing on the platform market....
Editorial
With many in the life insurance industry falling behind or struggling to keep up, Brett Yardley looks at some of the changes that have or are about to occur....
Policy & Regulation
The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...
Editorial
Stuart Fechner explains why separately managed accounts offer an alternative way to manage Australian share investments....
Financial planning
The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....
People & Products
Niall McConville will join TOWER Australia as National Dealership Manager in May. He is making the move from AIA, where he previously held the same role....
Financial planning
Trailing commissions account for 35 per cent of revenue in the financial planning industry....
Editorial
Financial advisers should be aware of how overseas travel or residency can affect their client’s risk insurance protection, writes Col Fullagar....
Financial planning
A New South Wales financial adviser has been banned from providing financial services for 10 years for advising his SMSF clients to invest in companies he directed....
Superannuation
A desire for greater control over their investments is the main reason cited for establishing a self-managed superannuation fund (SMSF), although there is still a demand ...
Financial planning
The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...
Financial planning
Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...
Financial planning
The big universities-based fund UniSuper has opted for an in-house approach to financial planning based on fee-for-service and salaried planners....
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
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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...