Latest News
KARREN VERGARA
ASIC permanently banned a former Financial Wisdom financial adviser from working in financial services.
HARRISON WORLEY
The Association of Financial Advisers has stepped up its opposition to the Royal Commission's final report, claiming the inquiry failed to acknowledge the value of advice.
JAMIE WILLIAMSON
Westpac is realigning its wealth strategy and BT Financial Group will cease as a standalone division. The group has also agreed to sell a number of advisers to Viridian Advisory.
KANIKA SOOD
The share of financial advisers using ETFs for their clients has increased last year, according to the latest BetaShares Investment Trends ETF report.
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NICOLE MCMILLAN   Financial advisers have been knowingly charging fees to customers who died up to a decade ago. Bank employees accepted cash bribes to falsify proof of employment documents in loan ...
STEPHEN ROMIC   The Royal Commission has the financial services industry on edge. Both large institutions and small are sitting up and paying attention as they have never before. Big changes are ...
DAMIEN WOOD   It is not often you will get this writer singing the praises of our bank regulator. But the recent discussion paper released by APRA on how to increase capital to meet global standards ...
RANDAL JENNEKE   For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would ...
GREG MARTIN   Discontent is engulfing the retail income protection insurance sector. This is not surprising given income protection claims have doubled in the last ten years. The steep trajectory ...
PAUL CRONIN   Insurance has long been viewed as a relatively stable offering within the financial services sector. Traditionally, people paid their premiums on a regular basis with monies invested ...
PATRICK LEMMENS   Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to finally be consulted on their ...
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SHAUN BACKHAUS   The next Federal election, according to our current Prime Minister Mr Scott Morrison, will be held in May 2019 and, if the Labor Government is elected, significant change is likely.
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LINDA BRUCE   Ageing populations across western industrialised nations like Australia are a result of increased life expectancy and lower birth rates. In fact, as at 30 June 2018, our nation ...
TIMOTHY SMART   For most Australian retirees, the age pension is a meaningful portion of their retirement income, and for all retirees it should be considered as part of the retirement planning ...
SCOTT QUINN   With the ability to use catch-up concessional contributions starting from 1 July 2019, we've been asked the following question by an adviser: If my client realises a large capital ...
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CLAIRE WIVELL PLATER   There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include ...
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ESABEL THINNAKONE   There is a common misconception that aged care advice is only needed when a client first enters residential aged care and there is no benefit from additional advice after the point ...
BRYCE FIGOT   If the Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2018 (Bill) becomes law, an individual member's total superannuation balance (TSB) may be increased by ...
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