FINANCIAL ADVISERS

Financial planning

Financial services group Stockford is the latest in a steady stream of advisory companies to sign up for IWL’s VisiPlan software....

Financial planning

There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...

Financial planning

APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...

Financial planning

US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...

Financial planning

A select group of union approved financial advisers and dealer groups are set to become the unlikely beneficiaries from the much publicised collapse of Ansett....

Financial planning

JBWere Investment Management has rolled out a new selection of retail managed funds, which waives the initial fee for investors....

Financial planning

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

Superannuation

Research commissioned by Norwich Union Life has found members of the employed public are greatly in need of superannuation information, with more than eight in 10 saying ...

Financial planning

Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service....

Life/Risk

Advisers scramble to restore indemnity insurance...

Financial planning

The arrival of global players in the UK master trust market has boosted awareness and brought benefits for Australian player Objectmastery....

Financial planning

The arrival of global players in the UK master trust market has boosted awareness and brought benefits to Australian player Objectmastery....

Financial planning

International equity funds continue to top the inflow charts for the March quarter, despite international funds suffering big losses for the first three months of the yea...

People & Products

Well known industry figure John Godfrey will become the chairman of Tower’s new dealer group, Goldridge....

Funds management

Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago