ADVISERS

Financial planning

IOOF has switched its focus to advisers, with a restructured service to focus on clients, rather than a product-based sales approach....

image
Financial planning

Australian advisers reported feeling most challenged by their professional environment due to regulatory and compliance burden, compared to the rest of the world....

image
Life/Risk

New survey data collected by Money Management reveals that advisers expect insurers to grow their direct sales — something that will lead to a decline in adviser numbers....

image
Financial planning

The financial services industry has welcomed the Government’s announcement to introduce an independent body to set higher professional standards for advisers....

image
Financial planning

Financial planning and accounting practice licensee, Securitor, has reached its 30-year milestone, which was set to be celebrated at its annual conference. ...

image
Life/Risk

FSC releases life insurance Code of Conduct while defining relationship between insurers and advisers as separate and different....

image
Financial planning

It is important to showcase younger advisers who have transitioned to fee-for service models in light of LIF reforms to alleviate fears of advisers who have never charged...

image
Financial planning

Some financial advisers tended to overestimate the financial literacy levels of clients, while other advisers were expressing the need to explain financial concepts to cl...

image
News

Bankwest was in the process of closing its salaried advice business with the CBA offering the advice team opportunities to transition to Financial Wisdom. ...

image
Financial planning

Mason Stevens has launched a direct bond investment service for advisers seeking to build goal-based portfolios....

image
Superannuation

Advisers should focus on tailored solutions when it comes to good estate planning, according to a law firm partner....

image
Financial planning

TAL Risk Academy has partnered with Charles Sturt University, and has launched its “on demand” courses designed to be flexible for advisers....

image
Financial planning

Australians continued to remain uncertain about their retirement nest eggs but professionally advised Australians felt more prepared for retirement, research showed....

image
Financial planning

Newly created platform and investment solutions provider, Valant Capital, has removed much of the institutional profit from its solutions....

image
Accounting

Adelaide-based financial services firm, Perks, today announced the launch of a new cloud-based technology platform for advisers....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 2 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 2 days ago