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New survey suggests non-aligned financial planners are the primary source of advice for super fund members....
INDUSTRY NEWS
Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....
INDUSTRY NEWS
The Institute of Managed Account Providers (IMAP) chair Toby Potter says the regulator’s proposed guidance on managed discretionary accounts (MDAs) recognises their impor...
INDUSTRY NEWS
Affinia’s Craig Parker discusses how customer centricity is emerging as the new practice business model. ...
INDUSTRY NEWS
Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...
INDUSTRY NEWS
ACSI says at the current rate of progress on achieving a benchmark of two females on the boards of ASX200 companies, Australia would not reach the standard until 2024. ...
INDUSTRY NEWS
Lifespan denies it has been subject to closer ASIC scrutiny because it recruited former Morrison Carr advisers....
INDUSTRY NEWS
Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...
INDUSTRY NEWS
Northern Trust completes integration of Commonwealth Super Corporation onto its platform....
INDUSTRY NEWS
Saxo Capital Markets has upgraded its trading app SaxoTrader for iPhone and iPad with the introduction of a custom trading keypad and additional charting capabilities....
INDUSTRY NEWS
ASIC has imposed additional conditions on Lionsgate Financial Group’s licence after conducting a surveillance of its advice business....
INDUSTRY NEWS
Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....
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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...