FINANCIAL ADVISERS

Financial planning

Advisers are underestimating the return potential of fixed income with a focus on reducing volatility, according to PIMCO....

Life/Risk

Mike Taylor leads a roundtable discussion about the challenges facing the insurance industry. Topics covered include underinsurance, reaching younger consumers and advise...

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Editorial

The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...

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Editorial

The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...

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People & Products

The chairman of Commonwealth Bank of Australia (CBA), David Turner, has announced the appointment of Brian Long as an independent non-executive director of the bank....

Financial planning

More women are emerging as both investors and financial services professionals in what has largely been perceived as a male-dominated environment, according to industry h...

Financial planning

A new survey of financial services CEOs reveals they expect further industry consolidation and fewer planners....

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Financial planning

Many financial advisers are already getting a head start on transitioning to a fee-for-service business model nearly two years out from a prospective ban on some commissi...

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Financial planning

Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....

Financial planning

The Financial Planning Association (FPA) is partnering with the Responsible Investment Association of Australasia (RIAA) to educate its members about responsible investme...

Financial planning

ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....

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Financial planning

Dr Pamela Hanrahan has been confirmed as the Australian Securities and Investments Commission's (ASIC's) newly appointed regional commissioner for Queensland....

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Financial planning

The Association of Financial Advisers (AFA) has announced the names of its first Fellows of Chartered Financial Practitioner (FChFP)....

Financial planning

Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...

Editorial

Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago