Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
Some segments of the industry say the Financial Services Council’s (FSC) stance to proactively reduce the practice of insurance policy churning by advisers will not...
Equity Trustees (EQT) has confirmed the acquisition of the OAMPS superannuation fund and a new superannuation growth initiative known as simpleWrap....
Australian Unity Investments has entered into an agreement with Investa Property Group to acquire the responsible entity for its retail funds business....
A former star ANZ financial planner has credited the support offered by AXA/AMP’s Discovery program as a key part of the reason she decided to leave the security of...
Some lenders have been taking advantage of regulatory loopholes to either recommend clients start up a self-managed super fund (SMSF) or obtain a declaration of business ...
A Sydney based financial planning practice has switched licensees from Charter to Garvan following an approach from MLC....
The Financial Planning Association has criticised CHOICE’s partnership with the Big Bank Switch campaign, calling it hypocritical....
The first draft of the legislation flowing from the Government’s proposed Future of Financial Advice (FOFA) changes is now not likely to be made available until nex...
BT Financial Group has announced a restructure driven by a desire to earn more of Westpac customers’ superannuation, investment, advice and insurance business as a result...
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,...