ADVISERS

Financial planning

Financial advisers may be unhappy with the increased Australian Securities and Investments Commission levy but their invoices are arriving nonetheless. ...

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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...

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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...

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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...

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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...

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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...

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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...

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People & Products

The firm’s flagship retirement product has been integrated to the HUB24 platform....

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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. ...

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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...

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Financial planning

Those looking to acquire advice firms may be well-advised to terminate advisers if they have questionable regulatory compliance histories....

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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...

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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...

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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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Features

In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....

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MARKET INSIGHTS

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago