FUTURE OF FINANCIAL ADVICE

Financial planning

Industry united in sending a single message to the Government on financial services – end the uncertainty....

Financial planning

Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...

Financial planning

Sales remains a dominant factor in financial planning recruitment, according to both recruitment experts and research undertaken by Money Management into the core criteri...

Editorial

Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....

People & Products

Australian Unity Investments (AUI) has created a new position within its business development team, appointing Simon Reed as national adviser solutions manager....

Rate the raters

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

Financial planning

Financial planning software provider IRESS has announced its next update of Xplan will include new 'opt-in' capabilities for advisers as part of the practice management f...

Financial planning

Platform provider Praemium has launched a new insurance offering through its SMARTwrap and V-Wrap platforms, signing TAL as the underlying insurer....

Financial planning

The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...

Policy & Regulation

The Financial Planning Association (FPA) has called on the Federal Government to reconsider its proposed ban on life insurance commissions within superannuation, saying i...

Policy & Regulation

Count Financial will apply to become the investor-directed portfolio services operator and registrable superannuation entity with respect to its strategic platform offeri...

Policy & Regulation

Money Management wants to know how you feel about the proposed FOFA changes....

Life/Risk

The recent natural disasters have highlighted the importance of insurance but, as Janine Mace discovers, the industry has a lot to do to tackle the underinsurance issue....

Financial planning

Tower chief executive Jim Minto urges industry to be proactive in developing a model acceptable to Government....

Financial planning

The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...

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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’...

1 month 2 weeks ago

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

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 5 days ago
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