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ADVISERS
Financial planning
Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients. ...
Financial planning
Financial advisers may be unhappy with the increased Australian Securities and Investments Commission levy but their invoices are arriving nonetheless. ...
Financial planning
The combined loss of advisers for IOOF/MLC has reached 252 advisers since IOOF announced the purchase of MLC in August last year and is now nearing AMP Group which has lo...
Financial planning
The use of technology has been a benefit to advisers during COVID-19 lockdowns and restrictions, and advisers need to fully embrace how it can be used to streamline all o...
Financial planning
With this week’s adviser movement dominated by ANZ Banking Group, which took 20 ‘advisers’ off the Australian Securities and Investments Commission’s Financial Adviser Re...
Financial planning
Despite a slow start to the year, at least seven licensees reported net gains of two new adviser roles this week on top of 18 licensees who managed to add one new adviser...
Financial planning
The Australian Securities and Investments Commission has released a discussion paper outlining its proposed protocols for adviser reference checking in a bid to stop “rol...
Financial planning
The latest ASIC Financial Adviser Register has highlighted further losses of advisers, with current adviser roles dropping to below 21,500 while the numbers of planners w...
People & Products
The firm’s flagship retirement product has been integrated to the HUB24 platform....
Financial planning
As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...
Financial planning
The biggest financial planning group in Australia, AMP Financial Planning, has lost 157 advisers so far this year bringing its total adviser complement to less than 1,000...
Financial planning
Those looking to acquire advice firms may be well-advised to terminate advisers if they have questionable regulatory compliance histories....
Financial planning
The most senior executives and members of the board have announced a belt-tightening in the face of COVID-19 but the company’s recruitment of new advisers has kept Perpet...
Financial planning
A claim by Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, that the authority is offering advisers a ‘two-thirds discount for experie...
Features
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...