FINANCIAL ADVISER
Funds management
The regulator has claimed the scalp of a Melbourne-based property developer....
Financial planning
ASIC has proposed changes to the regulation of investor directed portfolio services....
Financial planning
Financial planning software provider Iress buys into South African market...
Financial planning
LIFE Settlements offers retail investors an alternative asset that leverages life insurance plans in a completely new way....
Financial planning
The current drought has been a hot topic for many financial advisers considering an investment in agribusiness. In our view, when reviewing any potential investment for y...
Financial planning
For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...
Financial planning
The $350 million Cromwell Property Fund (CPF) has been added to a number of investment platforms and products following the activation of a limited monthly withdrawal fac...
Financial planning
Nearly half of first time retail hedge fund investors involve a financial planner in the transaction, according to a new Macquarie/Investment Trends Alternative Investmen...
Financial planning
A qualitative study of the financial planning industry covering more than 20 leading dealer groups has pointed to the likelihood of strong employment demand in the financ...
Financial planning
Meritum Financial Group has rolled out Dealer Management System’s DMS Advisor Online product to more than 90 of its advisers nationally....
Financial planning
Citibank has formed an alliance with Coin Software to roll out the Coin offering to the Citibank financial adviser network within the Citigold Relationship Banking busine...
Financial planning
Australian Prudential Regulation Authority (APRA) deputy chairman Ross Jones has shed some light on APRA’s perceived non recognition of the role of the financial adviser ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...