ADVISERS

Financial planning

Financial planner ratings business, Adviser Ratings, claims 850 adviser sign-ups....

Editorial

The reasons for churn in the life/risk arena are long-standing and well-known and insurers need to accept their share of the blame....

Financial planning

Financial advisers should be required to complete a comprehensive course in Australian taxation law, in line with their accounting counterparts who receive “no free kicks...

Financial planning

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....

Financial planning

HUB24 adds Zurich to its platform insurance offering. ...

Financial planning

AdviserLogic leverages Omnium to deliver RiskLogic upgrade....

Financial planning

Despite high levels of interest in managed accounts among financial planners, many have no practical or theoretical experience of them, experts believe....

Superannuation

Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....

Policy & Regulation

Legislation enshrining the Government’s FOFA reforms should be delayed until after the FSI’s final report is issued, Labor believes....

Policy & Regulation

The relationship between licensees, advisers and platforms has been stretched by FOFA leading to planners departing mid-tier financial groups....

Financial planning

The growth of managed accounts will stabilise as the ability to bring new functionality to the sector will shut out new entrants....

Editorial

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

Policy & Regulation

Conflicted remuneration bans have monumentally changed the way advisers make their money, with the commission model replaced by a move to fixed fees, according to the cor...

Financial planning

A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....

Life/Risk

IOOF has partnered with three retail insurers in a bid to broaden the choice offered through its Pursuit channel. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
moneymanagement logo