FINANCIAL PLANNING
Financial planning
TAL launches initiative for cover to be increased online, without underwriting or paperwork....
People & Products
Fitzpatricks expands network to South Australia via recruitment of Certified Financial Planner, Shane Case....
Financial planning
Advisers across NAB’s planning network will have access to online and face-to-face learning opportunities through a partnership with Deakin University....
Financial planning
ANZ’s strategic repositioning delivers 24 per cent decline in cash profit to $2.8 billion amid more testing conditions....
Superannuation
Fiducian aims to push further into the SMSF admin space by expanding its subsidiary, Fiducian Business Services....
Knowledge Centre
New research from ING DIRECT shows that many Gen X and Y financial stereotypes are untrue and there are many opportunities for advisers to connect with this customer grou...
Funds management
Fund managers can provide additional returns through active management and “being bold”, according to IOOF....
Financial planning
The Commonwealth Bank has defended its claims handling personnel and denied any misconduct, but chief executive, Ian Narev, has conceded process may have been put ahead o...
Funds management
AMP Capital and BetaShares announce alliance to deliver ETF products aimed at SMSFs....
Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
Funds management
IOOF has pointed to research suggesting workplace superannuation and partnership arrangements with employers represents a growth area for advisers....
Financial planning
The Scrutiny of Financial Advice inquiry is pointing towards companies being required to maintain whistle-blowing protocols similar to those in the public service....
Funds management
The latest Lonsec research confirms the rapid growth of multi-asset funds and products....
People & Products
Asteron Life has moved to deal with remuneration changes with a new Adviser Service Fee Facility for advisers....
People & Products
Ignition Wealth has split its web presence with the launch of a direct-to-consumer site after quick expansion of the company’s B2B arm....
Never miss the latest news and developments in wealth management industry
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...