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...
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...
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...
Different opinions have emerged about whether advice around equity release products such as reverse mortgages should come from financial advisers or mortgage brokers....
Boutique fund managers have questioned the results of research released by Datamonitor showing that 80 per cent of independent investors would only buy assets from large ...
The Government has good intentions with the Future of Financial Advice (FOFA) reforms, but the advice industry needs to make sure history is not repeated, according to th...
Although most advisers are working to improve the public image of the advice industry, the next generation is in a better position to do so....
The financial services industry needs to do more to cater for women nearing or in retirement, although tailored services and products for women are lacking in general, ac...
One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...
Macquarie Private Wealth has appointed Natasha Yeoh as chief operating officer....
The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...
The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...
Praemium has included the Macquarie CMA on its Smartwrap offering....
The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....
Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...