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INDEPENDENT FINANCIAL ADVISERS
Financial planning
Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...
Financial planning
The Australian Securities and Investments Commission has clarified the rules around which advisers can call themselves independently-owned and has provided a facilitative...
Accounting
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....
Financial planning
Lonsec Stockbroking has signalled a push into the adviser market, partnering with GBST to offer financial advisers a cloud-based practice management tool to manage whole-...
People & Products
Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...
Editorial
Suncorp reports solid full-year but revises appraoch on life in face of structural challenges....
Funds management
Dealer group Beacon has placed the DomaCom fractional property fund on its APL...
Editorial
BTFG has emerged as a solid contributor to Westpac’s solid six month result....
Financial planning
Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...
Superannuation
MetLife has announced the launch of superannuation products for investors through independent financial advisers....
Financial planning
Investment administration services provider Powerwrap has passed $1 billion in funds on the platform, with its broker concierge service contributing a significant portion...
Financial planning
The BT life insurance business this week laid claim to passing a milestone, with one million policies now in-force....
Funds management
The latest figures on the reverse mortgage market reveal a worrying trend of financial planners continuing to retreat from the market, DomaCom general manager - professio...
Financial planning
The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....
Funds management
IOOF partners with Legg Mason to establish Australian equities and listed property funds for its multi-manager line-up. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...