Research from recruitment firms saying bad publicity detracted new employees to the wealth management industry was not necessarily reflected in individual businesses....
Enrolments into the AFA Fellow Chartered Financial Practitioner designation has hit 500 since late 2013 when the curriculum was relaunched with Kaplan. ...
The ATO said that while it tries to resolve disputes in a quick and cost efficient way, it would opt for litigation if all other options failed....
Constant regulatory changes such as FOFA and grandfathering have halted projects to enhance platforms, a financial firm said....
Australian fund managers developing products for the SIV market would need to cater their products to suit their low appetite for risk in their investments....
Client loyalty towards advisers will decline in the coming decades, with social media and ‘likes’ set to become the new way of advertising....
Independent retirement planners remained averse to retirement product solutions, with little progress being made in dealing with longevity risk....
Being bombarded by regulation changes meant advisers were yet to embrace improving client communication by adapting a customised mobile strategy....
More than two thirds of financial employers would not be increasing headcount as confidence in the economy sagged, a survey showed....
Large platforms were not servicing small and mid-tier independent financial advisers with their MDAs, as it may be cheaper to cater to the big firms, a boutique firm said...
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
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. ...
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...