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Mortgage brokers muscling in on SMSFs
Self-managed superannuation fund (SMSF) trustees are at risk of “cowboys” in the mortgage broking industry recommending products without sufficienRead more
Advisers getting to grips with ethical investing
The advice industry is slowly coming to terms with the advantages an ethical investment offering can bring to the business, according to Premium WealtRead more
Conflicted rem guidance may be bad for productivity
The Association of Financial Advisers (AFA) has raised a number of concerns with the approach taken by the Australian Securities & Investments ComRead more
ISN takes swipe at advisers
In welcoming the release of draft regulations on conflicted remuneration, the Industry Super Network has inferred that financial planning is not a "trRead more
Disclose fees at client engagement phase, says lawyer
As advisers prepare for the new Fee Disclosure Statement requirements to take effect from July, legal consultant Claire Wivell-Plater of The Fold saysRead more
ClearView appoints new head of advice
Dealer group ClearView has named former Millenium3 executive director Mike Pope as its new head of ClearView Financial Advice, among its latest appoinRead more
FPA welcomes FOFA conflicted rem guidance
Financial Planning Association chief executive Mark Rantall welcomed the draft amendments on conflicted remuneration under the Future of Financial AdvRead more
Small ‘independents’ win in fee-for-service model
Research conducted in the UK has found that “smaller independent financial advice firms” have fared better since the enactment of the UK’s RetaiRead more
FOFA conflicted remuneration guidance released
The Australian Securities and Investments Commission has released its conflicted remuneration guidance (RG246) but details on grandfathering are stillRead more
Fiducian on the hunt for acquisitions
Fiducian Portfolio Services has indicated it is focused on growth and open to both increasing its pool of advisers and acquiring new businesses, folloRead more
Wealth Enhancers get G20 summit nod
Synchron advisers Finn Kelly and Sarah Riegelhuth of Wealth Enhancers in Melbourne have been confirmed as delegates representing Australia at the G20 Read more
Advisers need to brush up on climate change
In order to take advantage of new client opportunities, financial advisers should improve their knowledge about the impact of climate change on investRead more