FINANCIAL ADVISERS

Editorial

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

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...

Financial planning

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

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...

Financial planning

Significant numbers of Britain's financial advisory force may exit the industry in coming years as it undergoes reform....

Financial planning

Financial Simplicity has announced the release of new portfolio review technology that allows users to generate mass 'single batch' client tailored reviews in moments....

Financial planning

Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...

Financial planning

Midwinter Financial Services has released new product replacement software in anticipation of a change from the current 'reasonable basis' test for advice to the implemen...

Editorial

If the Financial Planning Association and the Association of Financial Advisers are to merge they will have to work through many divisive issues....

Financial planning

Former US-based Australian executive John James to lead Vanguard from May 1....

Financial planning

Tower Australia argues there is a place for paying commissions related to insurance and superannuation....

Financial planning

The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...

Financial planning

Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....

Life/Risk

Zurich Financial Services Australia has announced a number of life risk enhancements, starting March 1, which the company says will cut up to four hours from administrati...

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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 1 week ago

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

3 months 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 1 week 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....

1 week 6 days ago

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

3 weeks 5 days ago

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

3 weeks 4 days ago
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