FINANCIAL ADVISER

Editorial

There is a great white elephant in the room that is our super industry - the fact that many of our customers don’t understand what we’re saying. The super industry has ne...

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Editorial

The fees paid for tax returns prepared by an accountant are tax deductible. Should the same apply to a visit to your financial adviser?...

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Financial planning

Recruitment specialist warns financial planning practices about the downside of cutting staff when strong skills will be needed to power a recovery. ...

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Financial planning

Leyla Banaei says now is the most important time to be focusing on your practice’s marketing using six simple tips....

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Financial planning

BankWest has launched a recruitment campaign to increase its financial adviser complement in existing and new stores on the eastern seaboard of Australia....

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Financial planning

DAMON TAYLOR takes a look at how self-managed superannuation funds are faring in the current financial climate. ...

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Financial planning

Super switchers are failing to get financial advice but most have very low account balances and are migrating to industry funds....

Financial planning

MARTIN BRECKON faces some unassailable truths about super with some practical suggestions....

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Editorial

OVER the past several years the Financial Planning Association (FPA) has, on its members’ behalf, run a substantial promotional campaign on the ‘value of advice’. This ha...

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Financial planning

Financial planning software developed that aims to reduce the risk associated with margin lending advice....

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Financial planning

Industry body in talks with Cancer Council....

Financial planning

Giving false information while being questioned sees adviser banned....

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Financial planning

Planners warned against becoming distracted by pursuit of revenue in tough times....

Financial planning

Planners told they must understand client grief at losses created by global financial crisis....

Financial planning

Advisers told Commonwealth life tables underestimate life spans....

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Never miss the latest news and developments in wealth management industry

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 6 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 4 days ago