INDEPENDENT FINANCIAL ADVISERS

Editorial

It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...

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Financial planning

AXA chief executive Andrew Penn has revealed the degree to which the company is positioned to handle regulatory change and a fee-for-service environment....

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Financial planning

An educational website has published the names of 14 people believed to be the only truly independent advisers in the country....

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Editorial

With many in the life insurance industry falling behind or struggling to keep up, Brett Yardley looks at some of the changes that have or are about to occur....

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Editorial

While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms...

Financial planning

Research conducted by CoreData has suggested Industry Funds Financial Planners come up short in engagement and service skills when compared to their independent or bank-a...

Financial planning

A new research report suggests recent regulatory changes have transformed the landscape for IFAs in India....

People & Products

AMP appoints BDM and fills newly created role in team servicing financial advisers....

Financial planning

Financial advisers are taking a closer look at the costs and benefits offered by their dealer groups....

Financial planning

Are we product floggers or professionals, asked Jeff McMullen at the recent Financial Planning Association (FPA) Conference, and a panel of industry identities gave their...

Financial planning

Redundancies ‘unrelated’ to global losses....

Financial planning

Cash Management Trust exceeds 400,000 accounts....

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Financial planning

Adviser enquiries about new super rules prompts a new training initiative....

Top 100

Combined, there are almost 150 master funds and wraps operating within Australia’s investment landscape, but over the past few years the same handful of players has domin...

Financial planning

Partnership proves a boon for IRIS Financial Group....

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MARKET INSIGHTS

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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 1 day 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 1 day 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 2 days 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 2 weeks 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