ADVISERS

Superannuation

The number of investors allocating towards exchange-traded funds will increase 35 to 50 per cent in the next two years in the wake of the current proliferation of product...

Funds management

There will be a surge in the number of investors embracing exchange-traded funds in the next two years, since they are increasingly being taken up by financial advisers....

Editorial

Jim Minto reflects on the recent delisting of Tower Australia, and what it will mean for the company....

image
Financial planning

Despite noise from the marketplace suggesting competition from rivals looking to poach AXA financial planning practices, there has so far been no significant net change b...

image
Editorial

With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...

image
Superannuation

Advisers anticipate an increased administrative burden due to proposed changes around the administration of artworks and collectibles in SMSFs, and are likely to increase...

image
Financial planning

ASIC has been accused of creating a recipe for chaos when it comes to adviser applications for AFSLs....

image
People & Products

Professional Investment Services (PIS) has reinforced its risk team with the appointment of Peter Nielsen, who will have the geographic responsibility for the dealer grou...

Financial planning

Capital protected products, which received a boost amid the uncertainty of the global financial crisis, are now being shunned by financial planners as too expensive and i...

image
Financial planning

The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...

image
Financial planning

Financial planning software provider IRESS has announced its next update of Xplan will include new 'opt-in' capabilities for advisers as part of the practice management f...

image
Financial planning

Asgard has released a number of new features for its eWRAP platform, which the company claims will help advisers deliver more customised advice in less time....

Financial planning

Platform provider Praemium has launched a mobile delivery capability for its V-Wrap online portfolio administration platform....

Policy & Regulation

Platforms should not wait to see what changes are introduced under the Government's Future of Financial Advice reforms, but rather should try and stay ahead of market nee...

Financial planning

MLC has developed a new tool called My Client Leads, to help advisers who are struggling to market to their existing client base....

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 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 8 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

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

2 weeks 2 days ago