ADVISERS

Life/Risk

With underinsurance continuing to be a problem in Australia, a panel of advisers has agreed the onus is on the industry to address the problem from within, rather than re...

Funds management

Count Financial has selected Bell Direct’s Desktop Broker as an additional online equity trading platform....

Financial planning

A potential buy-out of Peter Daly's Australian Financial Services Group (AFS) has collapsed at the final stages....

Financial planning

Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...

Financial planning

DKN’s Phil Butterworth warns that the price of reform may be fewer and much busier planners....

Financial planning

CommInsure is backing a campaign of direct action on the part of financial planners, encouraging them to approach local members of Parliament to make the case for advice ...

Financial planning

Advisers are increasingly considering abandoning international shares when trying to develop portfolio construction strategies for their clients, according to Strategy St...

Funds management

Zenith Investment Partners has launched a suite of five diversified multi-manager model portfolios on the Linear Managed Account platform....

Financial planning

Aviva Investors has signed another two-year deal with administration provider, OneVue....

Financial planning

After a couple of tumultuous years, the financial planning software sector is heading for a period of simplicity. Janine Mace explores how providers are adopting a fresh ...

Superannuation

While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

Editorial

The insurance industry carries legacy remuneration structures from the days of tied agents. Robert Keavney argues that they reduce industry profitability, contribute to u...

Financial planning

Count Financial subsidiary Countplus has bought dealer group Total Financial Solutions for $11.5 million....

Financial planning

Accountants move to increase their foothold in the financial planning arena with new association....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 8 hours ago