Accountants are being warned to start their applications for limited AFSLs now or risk missing the 1 July 2016 deadline....
OneVue has posted record growth in revenue and funds under administration while reducing its loss by more than a factor of 20....
J.P. Morgan Investor Services has picked up WA Super's $2.5 billion custody mandate, following a tender and review process....
TAL recruits Macquarie Bank platforms head, Justin Delaney to new role as chief operating officer....
AMP announces Tim Mitchell-Adams as new managing director for Charter and ipac....
FOS selects experienced Sally Davis for Code Compliance Monitoring chief executive role....
Kinetic Super appoints consultant, Elizabeth Thomas, as interim chief executive....
Specialist dealer group, Accountable, has appointed OneVue as its digital platform provider, as the deadline for accountants to attain a licence to advise on SMSFs approa...
Tailored interactions and building lasting relationships are key to meeting the challenges posed by digital disruptors, according to TAL. ...
UniSuper’s advice offices are now accredited under the FPA Professional Practice program, the first profit-to-member fund to do so....
Accounting and advice groups looking to expand their operations are becoming increasingly frustrated by the lack of sellers in the market....
The Institute of Public Accountants (IPA) has urged its members to heed ASIC’s warnings about time running out to pursue the new limited licensing regime....
Principals of advice groups should take an active role in recruiting new advisers or risk being disappointed by HR firms’ choices, a financial service broker warns....
The Association of Financial Advisers and consultants claim life/risk advisers may actually see advantages in the new post-Trowbridge hybrid remuneration environment....
Robo-advice firm, Ignition Wealth, announces a partnership with investment house, Lonsec Research....
Association of Financial Advisers (AFA) consultant and former NSW Opposition leader, Kerry Chikarovski says the LIF outcome is better than a Government-imposed solution....
Australian Unity’s acquisition of Premium Wealth Management alongside Waratah Insurance brokers and Flinders Australia has helped drive a strong increase in earnings....
Praemium have announced its first annual profit, recording a 28 per cent increase in total revenue at $24.5 million for the 2014-15 financial year....
ClearView has posted an underlying net post tax profit of $22.9 million, with an 89 per cent increase in the number of advisers....
The ASX's mFund settlement service says tapping into the SMSF and financial broker customer segments remain key to its expansion....
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...