FINANCIAL ADVISER

Financial planning

Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...

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Financial planning

Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...

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Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

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Financial planning

ASIC bans Victorian-based financial adviser Allan Burt Vissenjoux from providing financial services....

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Policy & Regulation

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

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Financial planning

ASIC is facing a permanent reduction in funding and is looking to cut staff as a result....

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Policy & Regulation

The FSC has obtained legal advice from a Senior Counsel confirming the Government’s FOFA changes will not undermine client best interest or consumer protections....

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Funds management

Advised investors are more bullish in investing offshore and hold more stable views towards global investment compared to non-advised investors, an Investment Trends repo...

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Funds management

ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....

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Editorial

PIS parent Centrepoint Alliance has reported an increase in pre-tax profit but was hit by declining numbers and ongoing claims against advisers....

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Financial planning

Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....

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Financial planning

New online advice platform offers full financial plans for as little as $199....

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Superannuation

Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...

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Financial planning

Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...

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Editorial

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

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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 2 days 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 ...

1 month ago
gonski

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

1 month 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....

2 weeks 2 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 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 2 days ago