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Netwealth, has exceeded $10 billion in funds under management following a strong quarterly result....

Funds management • 5 October 2016

ASIC has cancelled Lotus Securities AFSL after it breached several of its key obligations. ...

Policy & Regulation • 5 October 2016

ASIC has commenced civil proceedings against Ben Jayaweera and Growth Plus Financial Group after it contravened its Australian Financial Services licence....

Financial planning • 5 October 2016

Industry Super Australia claims the major banks are switching customers into under-performing retail super funds via direct sales tactics which bypass planners. ...

Superannuation • 5 October 2016

Five ipac practices have moved to AMP’s new advice business, AMP Advice....

Financial planning • 5 October 2016

The delayed LIF start date of 2018 will allow self-employed advisers more time to prepare their businesses for the significant reduction in initial commissions, the AFA b...

Financial planning • 5 October 2016

Financial services lawyer, Claire Wivell-Plater is warning opponents of the LIF that their obstinacy is risking a total ban on life/risk commissions....

Life/Risk • 5 October 2016

Centrepoint Alliance has acquired RFE Group to support the growth of professional advice firms....

Financial planning • 5 October 2016

Brisbane-based GCA Financial adviser, Erin Truscott, has been awarded the AFA Rising Star of the Year award for 2016. ...

Financial planning • 6 October 2016

Antipodes Global Investment Company closed its IPO at $300 million, representing the third largest listed investment company IPO in Australia. ...

Funds management • 6 October 2016

The Government needs to take advantage of the growing interest by women in their super by creating the right framework, the SMSF Association believes....

Financial planning • 6 October 2016

Knowledge-intensive jobs are the biggest hiring trend as skilled, experienced, and educated financial planners are in short supply according to Hays....

Financial planning • 6 October 2016

Advisers need risk capacity and risk tolerance measures to help clients reach retirement goals, Milliman believes....

Financial planning • 6 October 2016

ASIC deputy chairman, Peter Kell, has delivered an optimistic assessment of progress in improving the advice culture but has warned of a long journey ahead....

Financial planning • 6 October 2016

Pressures on margins as well as the introduction of the Future of Financial Advice led Suncorp to the belief that aligned advice was not core to its business....

Financial planning • 6 October 2016

Advisers must collectively embrace legislative and regulatory change to cope with an increasingly complex advice world that is no longer about selling insurance....

Policy & Regulation • 6 October 2016

The Government's legislation underpinning the Life Insurance Framework will enter Parliament next week with the Minister for Revenue and Financial Services, Kelly O'Dwyer...

Policy & Regulation • 6 October 2016

Revenue and Financial Services Minister, Kelly O’Dwyer has warned that the changes to commission structures under LIF could have been harsher without industry consultatio...

Policy & Regulation • 6 October 2016

It is an exciting time for advisers as they help guide their clients through the complex maze of super to achieve their desired retirement goals, Catherine Chivers writes...

Tools & guides • 6 October 2016

The LICG proposal for a special resolution to force the AFA to oppose the LIF has failed to garner the required support...

Life/Risk • 6 October 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 4 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. ...

4 days 1 hour 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 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 ago
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