FINANCIAL ADVISERS

Financial planning

In a bid to net high-end client referrals, Verve Financial Partners has launched a new incentive program targeted at St George Bank employees....

Financial planning

Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located i...

Financial planning

New research has revealed that nearly half the Australian public believes socially responsible investments deliver lower returns than mainstream funds, despite the majori...

Financial planning

Young people are not going to advisers, as they do not see what they offer as relevant, said Barefoot Investor founder Scott Pape....

Financial planning

A new board of directors was elected to the Association of Financial Advisers (AFA) last week during its 60th Annual Conference in Sydney....

Financial planning

A business sustainability expert has warned the industry to change its employment practices in order to attract more people into the profession....

People & Products

The Association of Financial Advisers has appointed Dennis Bateman as its new president following the retirement of Michael Murphy from the role....

Financial planning

Matrix Planning Solutions authorised representative Jason Danjoux is the 2006 Association of Financial Advisers’ Rising Star of the Year....

Editorial

Abstract Long...

Financial planning

The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...

Financial planning

A national survey of over 500 financial advisers conducted at a recent life risk roadshow by Zurich Financial Services Australia has found the reason behind the underinsu...

Editorial

Abstract Long...

Financial planning

The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...

Financial planning

Asteron has expanded the number of options available for financial advisers using its Wealthstar platform....

Financial planning

Commonwealth Financial Planning has implemented an internal staff development program that offers Commonwealth Bank employees a career path that will see them become fina...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 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 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 12 hours ago