CHIEF EXECUTIVE OFFICER

Editorial

Milana Pokrajac takes a look at the troubled dealer group WealthSure, its history and its plan to change what the regulator deemed a bad compliance culture. ...

People & Products

Listed financial services company promotes senior executive amid board reshuffle...

ISN is urging financial advisers to recommend industry super funds based on long-term returns....

Editorial

AMP’s Craig Meller argues financial services institutions need to keep changing with their customers if they want to stay attractive. ...

Top 100

OnePath has once again excelled in the term and TPD rider category in the Money Management/DEXX&R Adviser Risk Choice Awards, with TAL’s Accelerated Protection and Macqua...

Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

Financial planning

The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....

Financial planning

It is no secret that National Australia Bank is making a number of staff cuts across its business lines, but there are claims the timing could result in an unfair outcome...

Financial planning

The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...

Life/Risk

Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...

People & Products

BT Financial Group CEO Brad Cooper has been appointed co-deputy chair of the Financial Services Council....

Financial planning

Perpetual boss Geoff Lloyd said the group had restructured its advice business to position it well for the anticipated return to full advice and equities....

Editorial

Yellow Brick Road’s wealth management division has posted a huge jump in revenue, although the group’s overall result was a loss of $6.6 million....

Superannuation

Member direct investment options are one of the largest challenges confronting Australia's superannuation industry, according to IQ Group chief Graham Sammells. ...

Financial planning

Perth-based advisory group under pressure from $1.7 million court case...

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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 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 19 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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