FINANCIAL ADVISERS

Financial planning

If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....

Financial planning

If the Most Influential list was to have a rising star among its ranks that person for this year would have to be AMP chief executive Andrew Mohl....

Financial planning

Choosing the most influential people in the financial services industry is a task fraught with difficulty....

Financial planning

THE UK financial services regulator, the Financial Services Authority (FSA), has proposed a radical new disclosure regime for financial advisers to allow UK consumers to ...

Financial planning

FINANCIAL advisers will not need to disclose commission on risk products thanks to the lobbying efforts of the Association of Financial Advisers (AFA)....

Financial planning

The Deakin Financial Services dealer group will launch its own wrap service early next year after revealing today that it had signed off on the development of the new pla...

Financial planning

Financial advisers are in for a tough time over the next five to ten years, as pension products offered directly through industry superannuation funds take a larger slice...

Financial planning

Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...

Financial planning

Former RetireInvest financial planner Glen Smyth has launched a new software product which could abandon the need for those in the lower end of the superannuation savings...

Financial planning

Tasmanian based financial adviser Robin Yates has been elected the new president of the Association of Financial Advisers (AFA)....

Financial planning

Former RetireInvest financial planner Glen Smyth has launched a new software product which could abandon the need for those in the lower end of the superannuation savings...

Financial planning

Disability and trauma claims are still dogging the risk insurance industry, writes JOHN WILKINSON....

Financial planning

Investors are more pessimistic about the current share market outlook than financial advisers, although both have growing expectations of a bear market, according to the ...

Financial planning

Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....

Financial planning

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

sub-bgsidebar subscription

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 2 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....

5 days 3 hours 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 3 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 1 day ago