News

  • Lack of transparency 'dupes' clients 12/12/2013

    New research shows the majority of consumers remain confused as to which advisers are independent, and AIOFP chief executive Peter Johnston puts this down to advisers' lack of transparency "duping" consumers read more

  • Australian super ranked second globally 12/12/2013

    One Australian super fund has been ranked second globally for its commitment to reducing environmental and social impact from its investment portfolio read more

  • AFA makes 22 submissions 12/12/2013

    The AFA has been active this year, making 22 submissions on behalf of advisers to Government, Treasury, ASIC and the Tax Practitioners Board read more

  • Three tips to becoming a great adviser 12/12/2013

    Financial freedom means different things to different people, and before giving advice planners should walk in their client's shoes for a while, says one adviser. She gives her tips to help good advisers to become great read more

  • Banned former CEO speaks out 11/12/2013

    Fund manager David Hickie was struck off by ASIC in 2012 and last week lost his appeal. He tells Wealth Professional his business was destroyed because ASIC unfairly targeted it read more

  • Five minutes with... Matthew Fogarty, ipac 11/12/2013

    Ipac head of advice and business optimisation Matthew Fogarty talks about his father, Clint Eastwood, and why you should try to work with people you like ​ read more

  • Australian confidence plummets 11/12/2013

    Your clients are likely worried: The latest consumer research shows Australians’ economic confidence has plunged this week, after Qantas announced a huge loss and subsequently dumped over 1000 employees read more

  • AFA announces roadshow theme 11/12/2013

    Over 1,400 advisers attended the AFA roadshow for young financial professionals last year. This year's day of networking and learning has a theme which encourages innovative thinking read more

  • Former ASIC employee allegedly denied whistle-blower protection 10/12/2013

    In a submission to the Senate inquiry into ASIC's practices, a former employee of ASIC and JP Morgan alleges they were denied whistle-blower protection when they brought up workplace concerns read more

  • ASIC's shadow shopping 'bordering on fraudulant' 10/12/2013

    A senior financial adviser speaks in defence of a friend whose company AAA Financial Intelligence was shut down earlier this year by ASIC, saying the regulator's shadow-shopping is devious and invasive read more