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INDUSTRY NEWS
Less than one-third of Australian business owners have an ongoing advice relationship, according to NAB Private Wealth, highlighting an unmet opportunity for the advice p...
INDUSTRY NEWS
Despite the government agreeing to replace SOAs with CARs, the FAAA and SIAA believe greater streamlining of documentation is needed for the change to have a positive imp...
INDUSTRY NEWS
There are “multiple black swan events” threatening the financial advice industry currently, according to the FAAA’s Phil Anderson, potentially running up the compensation...
INDUSTRY NEWS
Former national business growth manager at AMP Advice has taken a new role at Sequoia Financial Group....
INDUSTRY NEWS
With the ESG label often causing confusion among investors, Nanuk Asset Management has encouraged financial advisers to use more plain, specific language with their clien...
INDUSTRY NEWS
Advice technology firm GBST has upgraded its WealthConnect platform to meet the evolving needs of advisers....
INDUSTRY NEWS
Two commentators have shared why the inclusion of alternatives in a diversified portfolio shouldn’t be a simple switch with a traditional asset and will depend heavily on...
INDUSTRY NEWS
Morgans chief executive, John Clifford, has announced he will step down from the wealth management group after eight years leading the business. ...
INDUSTRY NEWS
Funds under administration on the BT Panorama platform have passed $120 billion in the last six months as it progresses its migration of Asgard into the platform....
INDUSTRY NEWS
The corporate regulator has officially launched its new digital portal for financial services businesses submitting AFSL applications, offering a more “efficient, modern ...
INDUSTRY NEWS
The advice community has reacted to the re-election of the Labor Party for a second term and called on the incoming Minister for Financial Services to take “decisive acti...
INDUSTRY NEWS
Advice licensee Finchley & Kent has announced a strategic partnership with technology firm Padua Solutions as licensees are encouraged to broaden their tech usage....
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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...