Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...
The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....
The big four banks have moved into the red over the past week, with Westpac falling just under nine per cent....
AMP and Griffith University have joined to help financial advisers meet the Financial Advisers Standards and Ethics Authority’s new requirements. ...
AMP has appointed Morningstar as the external research provider for its advice business. ...
FAANG stocks are long-term, and will outlast short-term noise according to Colonial First State’s latest partner, Baillie Gifford. ...
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
KPMG has appointed Samantha Brewer as a transaction services partner, who would join as part of the deals, tax and legal division....
ETF Securities has expanded its workforce with business development and senior execs hired amid market growth....
While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...