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There is still a lack of female representation in leadership positions in the finance industry despite the rise in the number of women in the industry. ...

Financial planning • 8 March 2016

Yellow Brick Road has launched a Women in Finance Group to provide support for women in finance and small business operators working in a male-dominated space....

Financial planning • 8 March 2016

Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....

Financial planning • 8 March 2016

Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....

Financial planning • 8 March 2016

Infocus Wealth Management has announced they are launching a direct-to-consumer advice solution which will integrate both Morningstar data and investment management servi...

Financial planning • 8 March 2016

Until real estate agents and lawyers are held to higher standards, foreign investors should seek financial advice to avoid breaching FIRB laws, Connect ASEAN principal, P...

Financial planning • 8 March 2016

The Trowbridge and LIF scrutiny directed at life/risk remuneration ought to have been equally directed towards claims handling....

Financial planning • 8 March 2016

Advisers are under increasing pressure to deliver better portfolio outcomes and value for clients. In this video, learn how ETFs can provide a simple, transparent and cos...

Knowledge Centre • 8 March 2016

The Government has backed the claims against CommInsure being referred to an expanded Senate Committee at the same time as endorsing a full-blown ASIC investigation....

Financial planning • 8 March 2016

MoneySoft promises advisers better visibility on client spending habits via new tool....

Financial planning • 9 March 2016

Brisbane-based boutique financial planning firm, MGD Wealth, has added two experienced planners to its team....

People & Products • 9 March 2016

Future Generation Investment Company has appointed Louise Walsh as new chief executive....

People & Products • 9 March 2016

ANZ has appointed Richard Yetsenga as acting chief economist, following resignation of Warren Hogan....

People & Products • 9 March 2016

Founder Rob McCann has announced his retirement from PATRON Financial Advice following its integration with InFocus Wealth Management....

People & Products • 9 March 2016

Technological dexterity is necessary for responding quickly to adviser demands, according AdviserLogic’s head of product development, Daniel Gara....

Financial planning • 9 March 2016

There is a “black hole” in unadvised workers’ understanding of how much they will need to sustain their retirements, an international advisory firm reports....

Financial planning • 9 March 2016

Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...

Financial planning • 9 March 2016

SMSF investors need to invest in a more diverse range of equities to grow wealth at a much faster rate, OnMarket BookBuilds believes....

Superannuation • 9 March 2016

Financial advisers are seeking clarification and support on how the Assets Test change will affect their Age Pension eligibility, according to Challenger....

Financial planning • 9 March 2016

With insurers under the microscope for their claims handling, Col Fullagar is arguing it is time for them to make commitments to meeting the promises inherent in their pr...

Financial planning • 9 March 2016
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 5 days ago

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

1 month 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 1 week ago

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

5 days 13 hours 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 1 day 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 1 day ago
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