INDEPENDENT FINANCIAL ADVISERS

Financial planning

Advertised financial planning industry job vacancies have fallen over the last three months to 31 October 2011 due to regulatory change and institutional mergers, accordi...

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Superannuation

Bendigo Wealth is targeting fee-for-service independent financial advisers (IFAs) with the launch of a low-cost, 'true-to-label' superannuation product called SmartStart ...

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Editorial

Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...

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People & Products

Bendigo Wealth has announced the appointment of three new senior members of its distribution team. ...

Editorial

As Australian planners seek to come to terms with the Government’s Future of Financial Advice changes, Paul Resnik outlines events in the United Kingdom and their impact ...

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Policy & Regulation

Some changes under the Government's Future of Financial Advice reforms will not have the intended results, unfairly targeting the smaller players and favouring large inst...

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Financial planning

Bendigo Wealth is looking to add superannuation to its low-cost Trinity3 platform, as well as launching an income fund and an index fund....

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Policy & Regulation

More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...

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Editorial

ASIC did not receive more funding from last Tuesday's Budget but it can expect to do so in years to come as it takes on more responsibility for delivering and overseeing ...

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Superannuation

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

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Financial planning

The major investment platform providers have embarked on aggressive advertising campaigns this year in a bid to differentiate themselves from one another, but whether the...

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Financial planning

Guardian has announced a new growth strategy, in which it will be targeting the acquisition of independent financial advisers (IFAs) and releasing an online business heal...

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People & Products

Zurich Australia will restructure to more closely resemble its global parent, with CEO David Smith to depart once the process is complete....

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People & Products

AMP Limited has announced where AXA executives will fit in the new combined structure....

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Financial planning

Software provider Provisio Technologies has launched a set of customisable online advice tools designed to help super funds, dealer groups and independent financial advis...

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago