FINANCIAL ADVISER

Life/Risk

The provision of sound advice has always been based more on ‘how’ rather than ‘how much’; in other words, how did the adviser arrive at a benefit amount recommendation? W...

Financial planning

Professional Investment Services (PIS) has launched a training program to attract recruits straight out of university....

Financial planning

Financial services firm Professional Investment Services (PIS) has launched a training program to attract new recruits straight out of university....

Financial planning

Reaction to ASIC announcement....

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Financial planning

Financial Planning magazine looks at the national winning entry of Michael West for the Low Income Planning category in this year’s Value of Advice Awards....

Financial planning

Reassuring research outcome....

Financial planning

ING survey results....

Financial planning

Cairns-based adviser jailed for defrauding investors....

Financial planning

ASIC bans Sydney adviser....

Financial planning

Cairns financial adviser pleads guilty to 14 charges....

Financial planning

An investment in trust....

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Financial planning

Winner of the 2007 AFA Rising Star of the Year Award announced....

Financial planning

Clients reluctant to change status quo....

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Financial planning

Advisers are failing to communicate the value of advice....

Financial planning

Weight added to calls for PDS overhaul....

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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 1 day 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