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Milana Pokrajac
Milana Pokrajac
News by this author
HUB24 has created a white label investment platform for a CountPlus-owned dealer group....
UBS and NAB have pledged $1 million and $2 million respectively to financial literacy projects in Australia, after a run-in with the regulator....
Challenger has launched its Advice Services Division, which will be run by a former CFS executive....
Financial planning practices have experienced a healthy increase in profit and revenue, while client numbers decrease, survey shows....
As the big banks move their focus away from advice, financial planners will most likely return to the non-aligned space, lawyer says....
Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....
While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...
In order to ensure their clients are able to fund their own retirement, planners have the responsibility to actively encourage a healthy lifestyle, according to a financi...
A Sunshine Coast adviser has copped a nine-month ban from the industry after becoming an undischarged backrupt....
Radar Results principal John Birt has noticed an increasingly popular trend with planners who find their business is too large to sell easily....
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...