FINANCIAL ADVISERS

Financial planning

Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...

Superannuation

Self-managed superannuation fund compliance software provider BGL has teamed up with Macquarie’s COIN to reduce the risk of human error in merging client data....

Superannuation

The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....

Financial planning

New research suggests that Australians value advice from friends and family more than that provided by advisers....

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Financial planning

Queensland advice and wealth management firm Elston Partners has acquired two high-net-worth financial planning practices – BMM Financial Services and DV&A Fina...

Financial planning

A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...

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Financial planning

New research confirms that those who have used an adviser trust them and respect their outcomes....

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Financial planning

Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...

Life/Risk

Treasury officials confirm that insurance commissions are outside of scope of FOFA reforms....

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Financial planning

The Association of Financial Advisers is seeking millions from the financial planner industry to counter industry funds advertising....

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Financial planning

The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....

Financial planning

The high cost of advice, driven up by regulatory barriers, is the main reason Australians are not seeking advice, according to Financial Planning Association chief execut...

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Superannuation

Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....

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Financial planning

Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....

Financial planning

AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....

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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 4 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