FINANCIAL ADVISERS

Financial planning

A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct....

Financial planning

The Financial Ombudsman Service appears set to be able to accept complaints by consumers against financial advisers up to a value of $500,000 from next year....

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Financial planning

Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...

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Financial planning

MLC suggests that the concept of 'genuine mistake' needs to be further clarified and tested in legal jurisdictions in regards to breaches of superannuation contribution c...

Editorial

Financial planners must take the lessons they’ve learnt from the GFC and begin applying them if they hope to survive the next economic upheaval....

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Financial planning

Fee-for-service still undefined; consumers have a right to know what is included in the fee and be able to sign off on the costs....

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Financial planning

Programs will bridge gap between technical expertise and client relationships....

Financial planning

The perception of financial advisers continues to drop across the board....

Financial planning

New system enables advisers to provide more product-specific compliant advice and maximise estate planning benefits....

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Financial planning

Industry perceived as "you're all bad, you're all crooked and you all have conflicts of interest": Koromilas....

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Financial planning

Hillross advisers get access to Macquarie Wrap....

Financial planning

A Queensland financial planner's submission to the Rippoll inquiry argues that while the law may distinguish between financial advisers and product salespeople, the finan...

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Accounting

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, canvasses a level-playing field when it comes to licensing accountants and financial planners....

Financial planning

Tougher times for financial planners has seen more of them looking for support within major dealer groups, with DKN and Lonsdale reporting significant growth through the ...

Editorial

The move by the Association of Financial Advisers to not support the Financial Planning Association’s proposal to transition away from commissions-based financial advice ...

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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 3 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 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 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 5 days ago