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Financial planning

Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...

Funds management

North platform closes older guarantee options but offers three new funds. ...

Financial planning

A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...

Superannuation

A number of important legislative changes for the self-managed super fund (SMSF) sector were not implemented before Parliament rose, according to Peter Burgess, head of p...

Top 100

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

Life/Risk

The insurance losses reported by AMP and RGA reflect pricing for good times and a need to adapt to tough times....

Editorial

Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...

Financial planning

Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....

Financial planning

The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....

Editorial

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

Superannuation

AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....

Life/Risk

New Plan for Life data paints healthy but mixed picture of life/risk market....

Financial planning

FPA states that professional status requires association membership....

Financial planning

AMP Bank has launched a new deposit product which it says will offer customers an ongoing variable interest rate at a minimum of 100 basis points above the Reserve Bank c...

Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

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MARKET INSIGHTS

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

3 days 12 hours ago

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

4 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...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 6 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day 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. ...

1 week 6 days ago