ADVISERS

Top 100

TAL has won the disability income product category of this year’s Money Management/DEXX&R Adviser Choice Risk Awards....

image
Financial planning

Platforms were developed to benefit financial advisers rather than their clients, and it is time the industry started questioning their utility, says Pinnacle Practice di...

image
Rate the raters

Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....

image
Financial planning

With remuneration models under scrutiny in the face of significant regulatory overhaul such as the removal of volume rebates due to Future of Financial Advice reforms, ad...

image
Financial planning

Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...

image
Financial planning

Clime Australian Value Fund joins Macquarie Wrap platform....

image
Financial planning

IOOF has released a mobile information application as part of its AdviserConnect program....

image
Financial planning

Legg Mason Australian Real Income Fund added to BT Wrap....

image
Life/Risk

Some boutiques are not providing professional indemnity cover to new advisers according to Townsend Business and Corporate Lawyers....

image
Financial planning

Financial advisers need to view scaled advice as an ongoing opportunity rather than a threat to their business model, according to Provisio Technologies director Cameron ...

image
Financial planning

While the outlook for portfolio returns has gotten somewhat better, financial advisers continue to tread cautiously with their clients....

image
Superannuation

Platform provider netwealth is set to launch a new wrap specifically targeted at SMSFs, enabling them to adjust their investment and insurance requirements to the level o...

image
Editorial

Churn in the life/risk space remains a contentious issue, but as Col Fullagar explains, responsibility not only resides with advisers but also with the insurers and how t...

image
Superannuation

David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...

image
Financial planning

The chairman of the Financial Planning Association, Matthew Rowe, recently sent an email to all members of the FPA accusing certain sections of the trade media of "select...

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