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FINANCIAL ADVISERS
Policy & Regulation
The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...
People & Products
Australian Unity has appointed Mark Oliver to head up its risk insurance channel and help strengthen the firm’s relationship with accounting firms....
Financial planning
Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....
Policy & Regulation
Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....
Financial planning
Calls for the removal of Approved Product Lists have emerged, with some industry participants claiming they have the potential to erode the quality of advice given to cli...
Financial planning
Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....
Financial planning
BlackRock's exchange traded funds business in Australia, iShares, has reached $1 billion in assets under management three years after the launch of its first suite of int...
Financial planning
The Association of Financial Advisers (AFA) has announced a plan that will see its Fellow Chartered Financial Practitioner (FchFP) designation positioned into a pathway t...
Financial planning
Lobby groups with vested interests sparked the endless debate around adviser remuneration, which is clouding the issue of inadequate levels of retirement savings and chro...
Financial planning
Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....
Financial planning
Outsourced paraplanning provider Outplan has partnered with COIN to launch a training course for paraplanners, which would mainly focus on developing skills around the ef...
People & Products
Zurich Financial Services Australia has added an investment specialist and two business development managers to its investment team....
Editorial
The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...
Financial planning
Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...
Editorial
Customers take out insurance through a multitude of channels, including directly and via financial advisers. And with a major underinsurance issue in Australia and a huge...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...