FINANCIAL ADVISERS

Superannuation

A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....

image
Financial planning

Client satisfaction surveys are better for the advice industry than a sales philosophy....

image
Financial planning

A conditional exemption has been granted for Australian advisers to be able to continue to service clients in New Zealand....

image
Editorial

Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...

image
Editorial

Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...

image
Superannuation

The Federal Government's decision to ban commissions on all life and risk products within superannuation will only serve to add another layer of complexity and confusion,...

image
Financial planning

Two financial advisers have been banned for life following separate investigations by the Australian Securities and Investments Commission....

image
Financial planning

Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...

image
Superannuation

An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....

image
Financial planning

Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....

image
Funds management

There will be a surge in the number of investors embracing exchange-traded funds in the next two years, since they are increasingly being taken up by financial advisers....

Financial planning

Synchron is encouraging its advisers to lobby politicians against the FOFA reforms, which it says pander to the 'socialist' union super fund movement....

image
Financial planning

While the soft dollar spotlight has been firmly shone on all-expenses paid trips and lavish gifts given to financial advisers, the Treasury's proposed ban on these paymen...

image
Financial planning

Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...

image
Financial planning

Financial advisers and the life insurance industry have failed in communicating the value of life cover to the majority of Australians and potential clients, new research...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

1 month 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 ...

1 month 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 ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

3 weeks ago