FINANCIAL ADVISERS

Financial planning

Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...

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Financial planning

The potential ban on volume rebates will be a cause of concern for a number of dealer groups currently dependent on their payment for survival....

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Superannuation

Accountants will no longer be able to provide advice on the establishment or closure of SMSFs without holding an Australian Financial Services Licence if reforms announce...

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Financial planning

The Rudd Government has made its reform plans for the financial advice industry public....

Financial planning

Scores of AMP's senior executives and high performance financial advisers have had their travel plans disrupted by the volcanic ash wreaking havoc on Europe's flight path...

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Financial planning

Almost one-third of financial advisers are considering switching licensees within the next five years, with a quarter of those looking to establish their own AFSL, accord...

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Financial planning

BT Wrap is bringing US financial services expert Bill Bachrach to Australia for a series of road shows aimed at helping BT advisers build their client base by improving c...

People & Products

AIA has appointed a former Tower state manager as head of adviser services, individual life, with Pia Sciarrone returning to the group after a five-year hiatus....

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Financial planning

Macquarie-owned Coin has added Standard & Poor's fund research to its software....

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Financial planning

Advisers are playing a key role in helping Australian investors accept and use exchange traded funds (ETFs), according to research from iShares....

Editorial

The old debate pitting institutions against boutique operators has reared its head once again. ...

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Financial planning

Listed financial services company Superwoman Group has taken a 30 per cent stake in privately owned dealer group My Adviser in addition to announcing intentions to acquir...

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Financial planning

The Financial Planning Association’s hunt for a new chief executive appears to be nearing the final stages....

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Financial planning

ING has ramped up the ratchet frequency in its new MoneyForLife product from biennially to annually....

Financial planning

Professional Investment Services (PIS) has joined the growing list of dealer groups that have committed to remove the commission payments that product providers make to f...

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 13 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 17 hours ago