FINANCIAL PLANNING

INDUSTRY NEWS

AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong adviser demand for value-aligned investment options....

INDUSTRY NEWS

MLC Life Insurance and Resolution Life Australasia are to merge, creating a combined firm with the new name of Acenda, while NAB has divested its remaining 20 per cent st...

INDUSTRY NEWS

When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to inter...

INDUSTRY NEWS

Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review....

INDUSTRY NEWS

As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...

INDUSTRY NEWS

Nick Hilton, newly appointed as executive general manager for advice delivery at Entireti following the AMP acquisition, is among seven individuals stepping back from the...

INDUSTRY NEWS

A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct annual audits of their SMSFs....

INDUSTRY NEWS

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up. ...

INDUSTRY NEWS

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administrat...

INDUSTRY NEWS

The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....

INDUSTRY NEWS

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...

INDUSTRY NEWS

A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 2 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 5 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 4 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 6 days ago