FINANCIAL ADVISERS

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...

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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...

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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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Financial planning

Different opinions have emerged about whether advice around equity release products such as reverse mortgages should come from financial advisers or mortgage brokers....

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Financial planning

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 ...

Policy & Regulation

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...

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Financial planning

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....

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Superannuation

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...

Policy & Regulation

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 ...

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People & Products

Macquarie Private Wealth has appointed Natasha Yeoh as chief operating officer....

Editorial

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...

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Policy & Regulation

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...

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Financial planning

Praemium has included the Macquarie CMA on its Smartwrap offering....

Editorial

The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....

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Financial planning

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

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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 ...

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 5 days ago

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

2 weeks 6 days ago