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FINANCIAL PLANNING
Life/Risk
The Association of Financial Advisers has claimed vindication following the Government's announcement of key changes to the underlying LIF regulations, including reducing...
People & Products
Perpetual Investments has promoted Matt Thompson to the role of general manager of distribution....
People & Products
Former Premium Wealth Management chief executive, Paul Harding-Davis, has extended his consulting work to AdviceIQ....
Financial planning
Financial advisory firm, Securitor, has awarded its advisers at a gala dinner celebrating 30 years of partnerships in the advice space....
Financial planning
Strategy Steps’ co-founders have sold their firm to software product and online tool firm, knowIT group, as they look to focus on aged care....
Top 100
Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...
Editorial
There will always be a big question mark over whether churn was a real problem or a handy political lever, but the outcome represents the exercise of pragmatic politics....
Policy & Regulation
The Australian Securities and Investments Commission will scrutinise non-advised life/risk sales as a central element of the second stage of its examination of claims han...
Financial planning
Planner numbers have remained almost intact for the third year in a row, according Money Management’s TOP 100 Financial Planning Groups survey....
Funds management
Lonsec has sold its broking business to FinClear with a rebrand likely down the track and said it would be business as usual for stockbroking clients....
Financial planning
AFA chief executive, Brad Fox, has stressed the need for advisers to experiment and share results with their peers to adapt to change and thrive....
Policy & Regulation
The Government's legislation underpinning the Life Insurance Framework will enter Parliament next week with the Minister for Revenue and Financial Services, Kelly O'Dwyer...
Policy & Regulation
Advisers must collectively embrace legislative and regulatory change to cope with an increasingly complex advice world that is no longer about selling insurance....
Financial planning
Pressures on margins as well as the introduction of the Future of Financial Advice led Suncorp to the belief that aligned advice was not core to its business....
Financial planning
ASIC deputy chairman, Peter Kell, has delivered an optimistic assessment of progress in improving the advice culture but has warned of a long journey ahead....
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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...