FINANCIAL ADVISER

Financial planning

The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...

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Editorial

With the speed of risk insurance product change having increased dramatically, guarantees of upgrade have become a vital tool for financial advisers....

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Superannuation

The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...

Life/Risk

Concerns about the churning of life insurance policies have emerged, with increases in risk-writing by advisers coinciding with a rise in attrition rates for insurance co...

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Financial planning

New software is being introduced that will allow superannuation funds to take members right through to a draft Statement of Advice - all online and without needing to tal...

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People & Products

Van Eyk Three Pillars has appointed PricewaterhouseCoopers as financial adviser as part of a wider strategic review....

Financial planning

The Commonwealth Bank has changed its process for notifying clients of margin calls in response to the Storm Financial debacle, despite acknowledging the intermediary mod...

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Editorial

Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....

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Editorial

With lofty ambitions and relative confidence, many Generation Y investors are ready to buy into the housing market, writes Kristy Sheppard. ...

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Financial planning

We have all heard the latest preachers of strategy, but when it comes down to the crunch, that is all we have, writes Nick Blomfield....

Editorial

Recent events in global markets have highlighted how investor confidence, emotions and psychology can play a vital role in driving market upturns and downturns....

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Financial planning

Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...

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Editorial

What can be done to stop the rot in financial services? Steve Browning discusses....

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Editorial

Asian property is the next frontier, argues Jonathan Wu....

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Financial planning

The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...

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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 6 days 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 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 4 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 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...

6 days 14 hours ago