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INDUSTRY NEWS
Macquarie Adviser Services has streamlined the senior reporting lines for its sales and marketing teams, elevating former head of adviser sales Jason Huddy and Macquarie ...
INDUSTRY NEWS
IOOF has now fully bedded down a tiered support service offering to selected advisers – IOOF Premier Services (IPS) – following the launch of the initiative to planners b...
INDUSTRY NEWS
Financial advisers have been criticised for failing to recommend client businesses, with calls for advisers to make the notion of referrals a two-way affair....
INDUSTRY NEWS
Blind client trust and internal procedural failings within financial planning firms are the two over-riding factors allowing fraud to go unchecked, an anticipated report ...
INDUSTRY NEWS
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
INDUSTRY NEWS
Investors who lost their nerve and switched from equities to cash back in March have missed out on an equity market spike, leaving them 20 per cent worse off....
INDUSTRY NEWS
The Investment and Financial Services Association (IFSA) has released two model Product Disclosure Statements (PDS) to assist product issuers in developing disclosure doc...
INDUSTRY NEWS
Advance Funds Management has appointed ex-ING manager employer super Sue Mieog as its new head of product, a move which forms part of its strategy to offer differentiated...
INDUSTRY NEWS
Australian Financial Services licensees will be assisted in meeting the Financial Services Reform (FSR) Act PS 146 requirements following the creation of a new online ser...
INDUSTRY NEWS
The Australian Securities and Investments Commission’s (ASIC) director of financial services Ian Johnston has made comments that may throw into question the methodology a...
INDUSTRY NEWS
The Federal Government’s newly-gazetted regulations on superannuation portability are now likely to be disallowed in the Senate, with the Australian Labor Party, the Aust...
INDUSTRY NEWS
While some advisers only use external paraplanning services when they are starting up their businesses, many practices are realising the benefits of making this temporary...
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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...
So we are now underwriting criminal scams?...