FINANCIAL ADVISERS

Financial planning

A former financial adviser has been jailed after being found guilty of stealing shares worth almost $1.5 million to meet margin calls on his mother’s margin lending accou...

Financial planning

Prominent Financial Services director, Christine Swanson recognised with chair of AFA Inspire....

Policy & Regulation

Fewer Australians will be able to afford to obtain financial advice following the Senate’s decision to disallow the Government Future of Financial Advice regulations, the...

Financial planning

AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....

Financial planning

New research suggests SMSF advice is a prime area for consolidation....

Financial planning

Advisory firms will need to examine how they communicate risk to clients under FOFA and not trust that old methods will still be suitable in the future. ...

Funds management

Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....

Financial planning

Financial advisers need to start being digital application doctors to their clients and think about what applications they can use to help clients....

Financial planning

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

Financial planning

FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...

Financial planning

Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....

Financial planning

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

Financial planning

Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...

Life/Risk

Cheap group insurance cover has been used by industry funds to partially erode the client base of financial advisers while shoring up their own member base....

Awards

A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice industry. ...

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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’...

2 months 3 weeks ago

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

3 months 2 weeks ago

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

3 months 3 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 weeks 1 day ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

4 weeks 1 day ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

1 week 5 days ago
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