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INDUSTRY NEWS
AFCA’s Shail Singh has encouraged financial advisers, who are often the first to hear about examples of misconduct, to speak up and report such activity if they seek self...
INDUSTRY NEWS
Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....
INDUSTRY NEWS
The regulator has convened multiple sitting panels of the FSCP regarding AFSL breach reports which have identified poor superannuation advice from financial advisers....
INDUSTRY NEWS
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....
INDUSTRY NEWS
The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm...
INDUSTRY NEWS
A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....
INDUSTRY NEWS
Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place....
INDUSTRY NEWS
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....
INDUSTRY NEWS
AFCA remains firm on its stance that industry failures occurring in the financial advice sector are fundamentally an advice issue, rather than a product issue....
INDUSTRY NEWS
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
INDUSTRY NEWS
Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...
INDUSTRY NEWS
The Australian Financial Complaints Authority has shared how much its member fees will rise in the next financial year. ...
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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...