FUTURE OF FINANCIAL ADVICE

People & Products

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

People & Products

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

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Financial planning

Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...

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Policy & Regulation

Prime Minister Julia Gillard's strong support for the Industry Super Network on opt-in has prompted calls by the AFA for a declaration of the Government's real agenda....

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Financial planning

Up to 70 per cent of financial planners have reported approaches by a rival dealer group to switch licensees in the past 12 months, according to a Midwinter survey....

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Editorial

Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...

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Financial planning

Choice’s view that the quality of financial advice in Australia is "among the worst" is not the fault of financial planners but the industry as a whole, according to Omni...

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Top 100

As the risk market becomes more competitive due to the consistently strong demand for insurance products, life companies have truly embraced adviser feedback. The Money M...

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Editorial

Financial planners have finally been given the details of the Government's FOFA reforms. In an editorial written prior to the release of the reform package Mike Taylor wa...

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Financial planning

FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....

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Financial planning

Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...

Financial planning

Retention bonuses and open architecture are at the centre of CBA's bid to keep Count Financial planners on board....

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Superannuation

Prime Minister Julia Gillard argues the strength of Australia’s superannuation regime supplants the need for a sovereign wealth fund....

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Financial planning

Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...

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Financial planning

At a time when planners are struggling to source business loans, ANZ has provided its advisers with some relief by launching a new financial planner loan facility....

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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....

6 days 1 hour 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 4 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 2 days ago