FINANCIAL ADVICE REFORMS

Funds management

Managed account operators set to face increased competition as mainstream platform providers integrate increase their capabilities in this space...

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Financial planning

Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...

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Financial planning

Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...

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Funds management

ASIC confirms new MDA guidelines likely in 2014....

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Funds management

Platform provider HUB24 will develop and administer investment and superannuation wrap offering for Premium Wealth Management....

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Financial planning

Regulator spends big but earns its keep for Commonwealth...

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Financial planning

Bank executive confirms impact of grandfathering on practice funding. ...

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Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

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Financial planning

Professions working off old stereotypes need to look to future co-operation...

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Funds management

ETFs have hit record highs on inflows as advisers make them a central part of portfolio plays....

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Financial planning

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

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Funds management

Investors set to own platform via equity stakes deal....

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Financial planning

The Commonwealth Bank has finished the last financial year with $7.6 billion in net profit after tax, and an earnings boost for its wealth management division. ...

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Financial planning

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

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Financial planning

Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 4 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 23 hours ago
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 6 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 1 week 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