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Financial planning
In the absence of sufficiently attractive offers and in the face of the COVID-19 pandemic disruption, AMP has decided not to divest its New Zealand wealth management busi...
Financial planning
The bank has created a new division that will encompass its wealth platforms, superannuation and retirement products, investments, general and life insurance, and auto fi...
Financial planning
Yellow Brick Road has completed the sale of its wealth business to Sequoia for just over $1.9 million....
Financial planning
Melbourne-based wealth management firm MEDIQ Financial Services has become the latest firm to join the Focus Financial Partners partnership....
Financial planning
AMP’s proposed new wealth business model has been mapped out for a Parliamentary committee....
Policy & Regulation
The Federal Treasury has delivered only vague answers to Parliamentary questioning about the future funding of the Financial Adviser Standards and Ethics Authority....
Financial planning
Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....
People & Products
Paul Voges, formerly of Colonial First State, has been appointed as key account manager for Investors Mutual Limited....
Funds management
The transformation of AMP will be a three-year process as the firm seeks to regain client trust, according to chief executive Francesco de Ferrari....
Financial planning
‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...
Financial planning
A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...
Financial planning
The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...
Policy & Regulation
The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....
Policy & Regulation
The Australian Securities and Investments Commission has told financial planning firms it expected them to “keep up” with the implementation of regtech....
Financial planning
Australian Paul Greenwood has taken out the 2019 PlanPlus Global Financial Planning Award for Europe/Australia....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...