Financial planners in New Zealand may use the introduction of the Trans-Tasman Portability Scheme as a way to upsell incoming clients on insurance. ...
Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....
Kinetic Super has renamed its financial services company, eo Financial Services, to align with its recent rebrand....
Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...
IOOF has secured access to the syndicated loan market for its national network of advisers. ...
Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...
A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....
An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....
Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
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. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...