FINANCIAL ADVISERS

Editorial

Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....

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Financial planning

Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....

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Financial planning

The Commonwealth Bank has urged an extension of the intra-fund advice relief to financial planners arguing they are better qualified to meet the needs of members than tru...

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Editorial

Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....

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Financial planning

The AFA has awarded CommInsure the Platinum Life Company Award at the AFA/Plan for Life 2009 Life Company of the Year Awards....

Editorial

Col Fullagar considers the matters surrounding insurance policy start dates, and explains what financial advisers need to know to ensure their clients are protected....

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Financial planning

Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData....

Financial planning

Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...

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Financial planning

ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....

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Financial planning

Financial planners would be well advised to meet with their local MP and explain to them the value of the industry, according to former NSW Opposition Leader Kerry Chikar...

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Financial planning

The Industry Super Network has commissioned another poll that backs its claims on the need for planners to be legally required to act only in the best interests of their ...

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Financial planning

More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....

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Policy & Regulation

The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...

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Editorial

Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...

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Editorial

Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....

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Never miss the latest news and developments in wealth management industry

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