Lucie Beaman takes a quick look at which groups have the most clients....
IWL will officially release its updated version of VisiWeb this week with the new features pushing it more into the realm of advisers and redefining it as a financial pla...
Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....
In the last decade computers and technology have been responsible for many redundancies in the workplace, and those further down the financial services food chain could b...
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Prepare yourself, planners, because as soon as you set foot through that exhibition hall entrance you are going to be bombarded with treats, novelty prizes and, if you’re...
Vanguard Investments Australia has chosen a left-field candidate to fill its vacant head of retail role position - former Personal Investor and Asset magazine managing e...
Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...
The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...
The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...
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....
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...