IOOF will merge two licences moving planners into other advice groups as research by Money Management shows planners numbers have stabilised....
Findex declares all new life insurance offered through its Centric and Financial Index divisions will be commission-free....
Misleading and dishonest conduct has landed two Perth-based finance brokers in hot water after investigations by the Australian Securities and Investments Commission resu...
Omniwealth has paid a $10,200 penalty after ASIC issued an infringement notice that had concerns its website had potentially misleading claims....
Enrolments into the AFA Fellow Chartered Financial Practitioner designation has hit 500 since late 2013 when the curriculum was relaunched with Kaplan. ...
Research from recruitment firms saying bad publicity detracted new employees to the wealth management industry was not necessarily reflected in individual businesses....
A class action against Sandhurst Trustees, related to its oversight of Wickham Securities, will reach the courts with a first hearing date set for late July....
New Investment Trends research reveals planners have never enjoyed greater levels of platform choice and are opting to look beyond the dominant BT Wrap, Colonial FirstCho...
The Association of Financial Advisers wants lapses which are beyond the control of advisers to be exempted from the three-year claw-back provisions....
Legalsuper has extended its South Australian presence with a key client service appointment....
Mercer appoints former AMP staffer Anthony Angelucci to key Strategic Planning and Delivery role....
Robo advice specialist, Ignition Wealth, has signed an agreement with the Retirement Planning Association of Australasia....
Northern Trust appoints Madeleine Senior as ANZ head replacing the departing Rohan Singh....
TH Real Estate chief executive, James Darkins announces retirement and hand-over to Mike Sales....
First home buyers were opting for investment properties over owner-occupied homes as property prices skyrocketed in Australian capital cities....
Australian super funds have lobbied Treasury to seek a resolution over the tax block imposed on UK pension tranfers...
Asian high net worths are increasingly getting their advice from private banks and are turning to international equities and investment property in volatile times....
Former Shadforth CEO, Tony Fenning, joins Class Super board ahead of IPO....
Perpetual Private has recruited long-serving ipac securities technical services head, Colin Lewis, as Head of Strategic Advice....
Advisers must discard their one-size-fits-all approach to servicing clients if they are to increase client loyalty, referrals and revenue streams, AIA Australia said....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...