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FINANCIAL ADVISERS
Financial planning
Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...
Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
Financial planning
Dealer groups are continuing to support calls for a unified industry voice despite concerns about how a potential merger between the FPA and the AFA would work....
Financial planning
Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...
Financial planning
The potential ban on volume rebates will be a cause of concern for a number of dealer groups currently dependent on their payment for survival....
Superannuation
Accountants will no longer be able to provide advice on the establishment or closure of SMSFs without holding an Australian Financial Services Licence if reforms announce...
Financial planning
The Rudd Government has made its reform plans for the financial advice industry public....
Financial planning
Scores of AMP's senior executives and high performance financial advisers have had their travel plans disrupted by the volcanic ash wreaking havoc on Europe's flight path...
Financial planning
Almost one-third of financial advisers are considering switching licensees within the next five years, with a quarter of those looking to establish their own AFSL, accord...
Financial planning
BT Wrap is bringing US financial services expert Bill Bachrach to Australia for a series of road shows aimed at helping BT advisers build their client base by improving c...
People & Products
AIA has appointed a former Tower state manager as head of adviser services, individual life, with Pia Sciarrone returning to the group after a five-year hiatus....
Financial planning
Macquarie-owned Coin has added Standard & Poor's fund research to its software....
Financial planning
Advisers are playing a key role in helping Australian investors accept and use exchange traded funds (ETFs), according to research from iShares....
Editorial
The old debate pitting institutions against boutique operators has reared its head once again. ...
Financial planning
Listed financial services company Superwoman Group has taken a 30 per cent stake in privately owned dealer group My Adviser in addition to announcing intentions to acquir...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...