INDEPENDENT FINANCIAL ADVISERS

Superannuation

The SMSF Professionals' Association of Australia (SPAA) has signed up to a UN committee that supports approximately 300,000 advisers globally....

Financial planning

Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....

Financial planning

Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....

Editorial

While FOFA and a number of other factors have seen many planners moving under the umbrellas of the major banks and institutions, the independent financial advice sector i...

Financial planning

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

Financial planning

Risk product features have become one of the top drivers of satisfaction among independent financial advisers, according to the 2012 Macquarie Life Satisfaction Survey....

Life/Risk

ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....

Financial planning

ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....

Financial planning

Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...

People & Products

ClearView has appointed Tony Smith state manager of Queensland and Tony Schiavello state manager of Victoria and Tasmania to take charge of promoting the company's life a...

Life/Risk

The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...

Financial planning

Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....

Funds management

The Bank of Melbourne is offering a wealth management review to its general banking clients...

Financial planning

Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....

Superannuation

A new superannuation and investment wrap from ClearView will be able to link insurance cover both in and outside of superannuation....

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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 4 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 3 weeks 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 4 weeks ago

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

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 12 hours ago
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