ADVISERS

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
Financial planning

Advisers are expected to exit institutions en masse in 2015, with the product-heavy vertically integrated model facing an “adapt or die” future under the new advice regim...

image
Financial planning

Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...

Policy & Regulation

The actions of one senator reversing their support for the Government’s Future of Financial Advice (FOFA) reforms will undermine competition in the advice sector, Synchro...

image
Financial planning

Advisers can still move between licensees and retain trail commissions if licensees agree to act as ‘a good corporate citizen’ and pay advisers no longer in their group....

image
Superannuation

Advisers may need to rethink their approach to aged care advice. ...

image
Life/Risk

Risk commissions may be a mis-match for best interests duties, with the current product-driven framework incentivising insurance options that could distract advisers from...

image
Financial planning

AMP has announced the rationalisation of Genesys with member firms being given the opportunity to transition to other AMP licensees....

image
Financial planning

Another new start-up hoping to be the TripAdvisor of the financial advice space is encouraging advisers to use its platform to cash in on the poor service of their counte...

image
Financial planning

It's been an issue that's ruffled feathers across the industry, but is scaled advice finally gaining traction in the planning world? Kate Cowling investigates. ...

image
Financial planning

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

image
Financial planning

Adviser Ratings says the fact it has signed up 1000 advisers in its first month is validation that planners want change from their dealer groups, particularly when it com...

image
Financial planning

Financial advisers to gain access to credit reporting training after Kaplan strikes deal with Australian Retail Credit Association (ARCA)....

image
Financial planning

Financial planner ratings business, Adviser Ratings, claims 850 adviser sign-ups....

image
Editorial

The reasons for churn in the life/risk arena are long-standing and well-known and insurers need to accept their share of the blame....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

5 days 6 hours ago