ADVISERS

Financial planning

Mortgage Choice has increased its planner numbers to nearly 40 but has revised down further growth targets claiming it was seeking quality advisers as it moves beyond the...

image
Financial planning

A doctor-style fee-for-service model for all advice, including life insurance, would create unsustainability in the financial planning sector and prevent specialisation, ...

image
Financial planning

Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....

image
People & Products

Centric Wealth has promoted financial planning veteran Celia Carroll to head up its Queensland group. ...

image
Financial planning

Adviser sentiment has plunged to its lowest level in two years across several measures as the financial advice profession is mired in negative publicity....

image
Editorial

While considered foreboding by traditional investors, volatility in global markets is music to the ears those in the alternative space, Janine Mace writes. ...

image
Financial planning

The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...

image
Financial planning

One of the newer Statements of Advice (SOA) requirements has been labelled unncecesary duplication by a legal expert, echoing fears raised by advisers about the growing c...

image
Financial planning

The Commonwealth Bank makes clear that former CommFP clients retain access to its Open Advice Review program irrespective of changing advisers. ...

image
Financial planning

IOOF recruits BTFG’s Daniel Dalton as new National Sales Manager, Investments....

image
Financial planning

Many advisers are struggling to find their place in the post-FOFA industry, leading to a surge in mergers and acquisitions (M&A) and early retirements. ...

image
Financial planning

ISA has reiterated its calls for advisers to move with haste to a fee-for-service model, with all commission-based fees banned, including on life insurance....

image
Accounting

Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....

image
Life/Risk

Synchron’s Don Trapnell urges risk advisers to counter worst elements of Trowbridge interim report, including five-year responsibility period....

image
Top 100

BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...

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 ...

1 month 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 3 days ago