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IOOF will merge two licences moving planners into other advice groups as research by Money Management shows planners numbers have stabilised....

Financial planning • 20 July 2015

Findex declares all new life insurance offered through its Centric and Financial Index divisions will be commission-free....

Life/Risk • 20 July 2015

Misleading and dishonest conduct has landed two Perth-based finance brokers in hot water after investigations by the Australian Securities and Investments Commission resu...

Financial planning • 21 July 2015

Omniwealth has paid a $10,200 penalty after ASIC issued an infringement notice that had concerns its website had potentially misleading claims....

Superannuation • 21 July 2015

Enrolments into the AFA Fellow Chartered Financial Practitioner designation has hit 500 since late 2013 when the curriculum was relaunched with Kaplan. ...

Financial planning • 21 July 2015

Research from recruitment firms saying bad publicity detracted new employees to the wealth management industry was not necessarily reflected in individual businesses....

Financial planning • 21 July 2015

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....

Financial planning • 21 July 2015

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...

Financial planning • 21 July 2015

The Association of Financial Advisers wants lapses which are beyond the control of advisers to be exempted from the three-year claw-back provisions....

Life/Risk • 21 July 2015

Legalsuper has extended its South Australian presence with a key client service appointment....

People & Products • 22 July 2015

Mercer appoints former AMP staffer Anthony Angelucci to key Strategic Planning and Delivery role....

People & Products • 22 July 2015

Robo advice specialist, Ignition Wealth, has signed an agreement with the Retirement Planning Association of Australasia....

People & Products • 22 July 2015

Northern Trust appoints Madeleine Senior as ANZ head replacing the departing Rohan Singh....

People & Products • 22 July 2015

TH Real Estate chief executive, James Darkins announces retirement and hand-over to Mike Sales....

People & Products • 22 July 2015

First home buyers were opting for investment properties over owner-occupied homes as property prices skyrocketed in Australian capital cities....

Financial planning • 22 July 2015

Australian super funds have lobbied Treasury to seek a resolution over the tax block imposed on UK pension tranfers...

Superannuation • 22 July 2015

Asian high net worths are increasingly getting their advice from private banks and are turning to international equities and investment property in volatile times....

Funds management • 22 July 2015

Former Shadforth CEO, Tony Fenning, joins Class Super board ahead of IPO....

Superannuation • 22 July 2015

Perpetual Private has recruited long-serving ipac securities technical services head, Colin Lewis, as Head of Strategic Advice....

Financial planning • 22 July 2015

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....

Financial planning • 22 July 2015
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
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