FINANCIAL ADVISER

Life/Risk

Business insurance is seen by many advisers as an area to steer well clear of – it is seen as too complex and therefore best left to those who fully understand all the in...

Financial planning

New AC Nielson research has found a marked fall in the number of Australians seeking professional investment advice over the past two years, even though client satisfacti...

Financial planning

An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...

Financial planning

Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...

Financial planning

HBOS Australia has pitched into the low cost direct financial services market with the launch of an Australian equities fund....

Financial planning

The launch of reverse mortgage products into the Australian market could offer individuals without significant super savings the opportunity to create an income stream in...

Superannuation

With the baby boomer generation now entering retirement, or certainly looking down the gun barrel, the focus on retirement income streams, by both the government and fina...

Financial planning

Financial planners are losing a significant portion of their business to technology as the use of online stock brokers skyrockets....

Financial planning

The Australian Securities and Investments Commission (ASIC) was prompted to create an example statement of advice (SOA) in response to the Federal Government paper Refine...

Financial planning

A Perth financial adviser who misused $200,000 of clients’ funds has been banned permanently from providing financial services by ASIC....

Financial planning

A financial adviser was banned, another had his operation shut down, and a superannuation scheme promoter jailed for 18 months as a result of three separate actions initi...

Financial planning

The Ethical Investment Association has launched a certification program for providers of SRI products and services, which it hopes will promote consistency and make it ea...

Financial planning

A Toowoomba-based financial adviser who the Australian Securities and Investments Commission claims is unable to contain his dishonest and deceptive conduct has been give...

Financial planning

There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...

Financial planning

The Securities Institute of Australia has engaged advisers concerned about their obligations under super choice, releasing a series of products intended to help them hand...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago