FINANCIAL ADVISERS
Financial planning
New research reveals low public regard for financial planners as trusted professionals....
Financial planning
Funds management firm Australian Unity Investments (AUI) has introduced IRESS data feeds for their XPLAN and VisiPlan software, allowing financial advisers to consolidate...
Policy & Regulation
The FPA and the Association AFA are confident that the industry has the ear of Treasury as the consultation around the Future of Financial Advice reforms has resumed....
Financial planning
The Association of Financial Advisers (AFA) has reinforced its support for small licensees and practices by launching the Small Licensee and Practice Principal Conference...
Superannuation
While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....
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
The Financial Services Council has urged the industry to adopt a common agenda to deal with the new dynamic in Canberra....
Financial planning
A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....
People & Products
ING Investment Management is strengthening its business development and distributions teams now that it is able to build direct relationships with advisers....
Financial planning
Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...
People & Products
Charter Hall Direct Property has appointed former Wallaby Brendan Cannon as its key account manager for Western Australia and Queensland....
Financial planning
Half of advisers are incorrectly classifying term deposits as cash, according to PIMCO research....
Financial planning
AFS Group has signed an agreement to use Praemium’s SMARTwrap platform....
Financial planning
The dealer group has added 15 new offices in the past financial year, according to managing director Darren Steinhardt....
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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...