FINANCIAL ADVISERS

Financial planning

Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers....

Editorial

In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....

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Top 100

More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....

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Financial planning

The Financial Planning Association and the Association of Financial Advisers are to join together to push regulatory reform of the financial services industry....

Financial planning

While trustees will have relief from FSR, clients can still sue for negligent advice....

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Life/Risk

Failure of high profile companies testing guidelines to the limit; questions as to whether PI insurers will continue to provide insurance to planners....

Financial planning

Dealer group considers two further acquisitions, one of which would see the group double in size....

Financial planning

Fees will be decided by industry competition, up to regulator to promote competition....

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Financial planning

Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...

Financial planning

Longstanding projections that an ageing demographic would result in many financial advisers leaving the industry in droves are premature, according to Chris Wrightson, di...

Financial planning

Dealer groups are concerned about the need to change their Australian Financial Services Licences as a result of the new rules around margin lending....

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Financial planning

A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experi...

Life/Risk

Low claims record, no complaints and conservative advice guidelines responsible for drop....

Financial planning

Australia's biggest dealer group is considering restructuring its 1,400-plus adviser force into separate licences and brands....

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Financial planning

The Australian Securities and Investments Commission (ASIC) is in consultation with Timbercorp scheme growers pushing for the appointment of a responsible entity to 14 sc...

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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