FINANCIAL ADVISERS

Financial planning

ASIC has defined the number of clients lost by financial planners last financial year....

Editorial

Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....

Financial planning

As a result of the ongoing Government inquiries into the financial services industry, advisers will need to offer clients the "best products" - not just those pushed in-h...

Editorial

It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...

Financial planning

Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...

Financial planning

Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....

Financial planning

Large industry funds are increasing their footprint in the financial services landscape and beginning to look like diversified financial services businesses....

Editorial

One cannot help but ask whether the proposed changes to the margin-lending landscape are being rushed through, writes David MacLeod....

Life/Risk

Completing insurance applications has often required advisers and clients to traverse sensitive ground when it comes to clients' medical histories, but those awkward and ...

Financial planning

As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on...

Financial planning

The collapse of Great Southern should serve as a salutary lesson to the industry of the dangers of single-product licensing of advisers, according to CPA Australia's seni...

Editorial

Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...

Financial planning

At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...

Financial planning

The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...

Financial planning

Only a complete overhaul of the industry that involves banning commissions and creating a profession with distinct service providers will save the financial planning indu...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks ago
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