SELF-EMPLOYED ADVISERS

Financial planning

Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio admi...

Financial planning

Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase fo...

Financial planning

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

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Financial planning

The delayed LIF start date of 2018 will allow self-employed advisers more time to prepare their businesses for the significant reduction in initial commissions, the AFA b...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 18 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 18 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 13 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago