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...

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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...

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Accounting

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

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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-...

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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. ...

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Editorial

Suncorp reports solid full-year but revises appraoch on life in face of structural challenges....

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Funds management

Dealer group Beacon has placed the DomaCom fractional property fund on its APL...

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Editorial

BTFG has emerged as a solid contributor to Westpac’s solid six month result....

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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...

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Superannuation

MetLife has announced the launch of superannuation products for investors through independent financial advisers....

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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...

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Financial planning

The BT life insurance business this week laid claim to passing a milestone, with one million policies now in-force....

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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...

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Financial planning

The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....

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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

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Never miss the latest news and developments in wealth management industry

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...

6 days 18 hours 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...

6 days 19 hours 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 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 1 week ago