Paraplanners feel valued by their employers, despite many feeling they are underpaid and lack opportunities to progress....
Clients undervaluing financial advice is one of the biggest barriers to planners obtaining the salary they believe they deserve....
State Street Global Advisors expands its Sydney sales team by recruiting two sales managers responsible for in-field sales....
The Assistant Treasurer, Josh Frydenberg, is expected to further discuss super fund governance when he addresses the Workplace Superannuation Specialists Association conf...
Fitzpatricks Private Wealth recruits Perth-based David Barber to establish west coast presence....
BT upgrades and extends reach of Key Person Income insurance offering to cover more Australian small to medium-sized businesses....
J.P. Morgan wrests Telstra Super master custody mandate from NAB Asset Servicing and will provide master custody and investment reporting services....
Findex recruits former ANZ head of origination, corporate bank, Peter Gardiner as Global Head of Business Development....
Most financial planners feel they are valued by their employers with few actively looking for an alternative place of work....
OneVue has appointed an IT specialist and a compliance executive as it makes new enhancements in the firm....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
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...