The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....
Following calls by the FPA for industry to work together in raising awareness around the benefits of financial advice, both ASIC and the FOS have given their support to F...
Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...
Former IOOF head of investment research Paul O’Connor has joined Challenger as national key account manager....
A former WealthSure financial adviser has pleaded guilty to 22 criminal charges including falsifying client withdrawal requests....
The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....
Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data....
Newly-formed dealer group Beacon Financial Group has signed on to use OneVue’s Unified Managed Account (UMA) investment platform. ...
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...