According to one researcher, every Australian financial planner uses about 2.5 platforms in their practice. Platforms were originally set up to provide the back-office su...
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
No platform provider is now without the ‘baby’ or ‘lite’ version of the full service wrap. In most cases, these ‘lite’ platforms have attracted substantial inflows withou...
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
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...