FINANCIAL ADVISER

Financial planning

The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...

Financial planning

Buyers of financial planning practices remain cautious of businesses that have had exposure to failed investment schemes, according to Centurion Market Makers....

Financial planning

The Industry Super Network has called for the ‘effective’ implementation of the Future of Financial Advice reforms if consumers are to be protected from commi...

Financial planning

Tower has made an acquisition bid for 100 per cent of the shares in Fidelity Life Assurance Company....

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

Financial planning

MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....

Financial planning

Macquarie Group’s financial planning software provider Coin has acquired the remaining 50 per cent stake in Outplan....

Editorial

Fiducian's Merton Miles explains the main principles financial planners must adhere to if they are to meet the needs of their clients....

Financial planning

A national advertising campaign to be run by AXA Asia Pacific over the next fortnight seeks to make a silver lining out of the ACCC’s blocking of its proposed marri...

Financial planning

Industry funds push virtue of intra-fund advice over “limousine service” full advice model....

Financial planning

The Rule of Law Institute of Australia has formally called for a judicial inquiry into the coercive powers utilised by Australia’s financial services regulators, in...

Financial planning

The reverse mortgage market has faced a great deal of criticism over the years. Angela Faherty looks at the issues facing the sector and asks whether it can ever shake of...

Editorial

The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...

Financial planning

Super funds and their service delivery agents are racing to take new intra-fund advice technology to market. ...

People & Products

AMP has appointed seven new people to its IFA Protection team in response to an increase in demand for enhanced risk in the IFA channels....

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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’...

2 months ago

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

2 months 3 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 9 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
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