Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...
Education is needed to boost the understanding of financial and insurance products and encourage responsible financial behaviour, according to the Global Federation of In...
Minister for Revenue and Financial Services, Kelly O’Dwyer, has launched the 2018 National Financial Capability Strategy. ...
Money Management has looked at the Australian equity funds with over $500 million in funds under management in the Australian Core Strategies universe to see which ones a...
Equip has substantially increased its governance, risk and project management teams to meet member demands....
Natixis Investment Managers has appointed Louise Watson as head of institutional sales, Australia and New Zealand. ...
SuperFriend has appointed Danielle Clarke to the newly-created role of head of marketing and communications. ...
Life insurer, TAL, has announced a partnership with Orygen, a national organisation focusing on mental-ill health in young people....
Following their acquisition by IOOF, ANZ Wealth’s aligned advice licensees and supporting teams are set to join the advice firm on 1 October this year. ...
Parents are struggling to raise kids born since 2000 and to whom money is often unseen, but seeking a financial planner could help, according to the Financial Planning As...
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...