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Financial Planning

Industry meets behind closed doors to fix advice

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
Assistant Treasurer Josh Frydenberg and over 20 industry and consumer bodies on April 29th to reach a consensus on lifting professional, ethical and education standards for financial advisers.

Advisers Register hits 22k

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
Within a month of being launched the Financial Advisers Register has added about 3,000 advisers to its list, now providing consumers with an ability to search more than 22,000 in the industry.

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
Assistant Treasurer Josh Frydenberg says the clock is ticking for the industry to implement the recommendations in the Trowbridge report. Alex Burke investigates what that might mean for risk advice.

Retirement income sector keeps pace with population changes

ALEX BURKE  |  MONDAY, 27 APR 2015
Total assets held in the retirement income sector are projected to reach $1 trillion by 2024, according to research by DEXX&R.

PROFILE: Findex chief executive Spiro Paule

DARREN SNYDER  |  MONDAY, 27 APR 2015
You do not go from running a team of six to 3,000 and become Australia's largest financial advice company in the space of 15 years without a solid business strategy. Yet for Findex chief executive Spiro Paule, a self-confessed entrepreneur, the strategy ...

Lonsec launches modelling tool

MARK SMITH  |  FRIDAY, 24 APR 2015
Lonsec Research has launched a new tool to help advisers model goals and outcomes for individual clients.

AFA calls for adviser leadership

ALEX BURKE  |  FRIDAY, 24 APR 2015
Association of Financial Advisers chief executive Brad Fox has said that advisers and licensees should take leadership roles in "pre-empting" life insurance reforms.

Report confirms failed CBA compensation

LAURA MILLAN  |  THURSDAY, 23 APR 2015
An independent report by forensics firm KordaMentha has confirmed that the advice divisions of Commonwealth Bank (CBA) failed to implement consistent compensation programs under the regulator's surveillance.

REI Super launches live video advice

LAURA MILLAN  |  THURSDAY, 23 APR 2015
REI Super has launched a live video advice service for its members, who are mostly employees of the property and real estate industry.

NAB to take "leading role" in advice remediation

ALEX BURKE  |  WEDNESDAY, 22 APR 2015
During the Senate Economics References Committee's Scrutiny of Financial Advice inquiry, NAB chief executive Andrew Thorburn said the bank was prepared to take a "leading role" in addressing the compensation gap for victims of poor financial advice.