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ADVISERS
Financial planning
Self-licensed advisers may be independent but desire peer-based learning to see how other businesses implemented solutions and strategies....
Life/Risk
AMP and the Black Dog Institute have designed a program to provide its staff and advisers the tools to manage difficult and challenging conversations about mental health....
Financial planning
The Australian Securities and Investments Commission deputy chairman, Peter Kell has accused insurers, advisers and others in the life/risk industry of blame-shifting and...
Financial planning
Accountants have helped drive a 51 per cent increase in the number of new advisers listed on the Australian Securities and Investments Commission Financial Adviser Regist...
Financial planning
Advisers need to do more in educating clients on responsible investing as one-in-five people do not know where their super is invested in and believe their super is inve...
Financial planning
Delegates to Money Management’s Fintech Platforms and Wraps Conference have nominated restoring trust in financial planners as an industry priority....
People & Products
Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....
Superannuation
Superannuation funds which offer post-retirement products will be inherently conflicted with respect to member best interests and should not be afforded a legislative car...
Financial planning
ANZ Wealth has launched a pre-assessment tool aimed to help advisers improve client experience....
Financial planning
Advisers need to express and demonstrate the long-term benefits of paying a higher fee in return for excess returns as strong market conditions are not going to stay the...
Financial planning
Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in silos and could only be integrated manually by advisers....
Financial planning
Tax Practitioners Board chair, Ian Taylor has called on financial advisers to complete the transitional option registration before 30 June....
Financial planning
Centrepoint has launched a new online application portal to streamline the transition process for new advisers starting at the firm....
Life/Risk
CommInsure has upgraded its underwriting offer with a tele-interview service to improve adviser productivity....
Life/Risk
The Australian Securities and Investments Commission had fallen short in its review of claims-handling by not sufficiently consulting advisers and clients, according to I...
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MARKET INSIGHTS
Podcast
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,...