THE National Council of Financial Adviser Associations (NCFAA), the peak body for adviser associations, has criticised dealer groups for the lack of industry superannuati...
ANZ Financial Planning is rolling a further 10 to 20 per cent of its advisers over to a fee for service remuneration model adding to the initial 10 per cent who made the ...
A new professional accreditation for advisers on self managed superannuation funds (SMSF), who meet higher standards higher in the area than the minimum under PS 146, is ...
VAN Eyk Research’s listed investment company (LIC) van Eyk Three Pillars made a modest debut on the Australian Stock Exchange (ASX) last week, with markets slightly weake...
The ‘very poor’ ratings received by some dealer groups in the ACA/ASIC shadow shopping survey has led them to rethink how they operate. BEN ABBOTT investigates....
Platform provider Symetry has struck a deal that will see it distribute Customer Acquisition and Retention Management’s (CARM) Guided Planning System (GPS) to the 200 adv...
In early January, Hunter Hall International announced it was in the advanced stages of planning a listed investment company (LIC), and that between $50 million and $200 m...
It is not only Trafalgar Managed Investments’ property expertise that attracts investors, but the group’s ability to position itself as a fund manager with a financial st...
After leaving his post as senior portfolio manager at Perpetual Investments in September 2002, Peter Morgan resurfaced later that year to announce the establishment of a ...
The Association of Financial Advisers (AFA) has warned that the salaried financial advisers of banking institutions may not have to disclose all the influences inducing t...
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....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...