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STEVE BLIZARD

Financial planning

The rules around intra-fund financial advice must be significantly tightened and ongoing financial advice support fees must become as low cost as a mobile phone plan, acc...

Financial planning

A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...

Policy & Regulation

A new frequent flyer promotion by AustralianSuper has generated criticism from some financial advisers....

Financial planning

A financial planning principal has questioned whether salaried advisers employed by industry funds to provide intra-fund advice are really just a modern version of the ol...

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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’...

6 days 6 hours ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago