ADVISERS

Life/Risk

With underinsurance continuing to be a problem in Australia, a panel of advisers has agreed the onus is on the industry to address the problem from within, rather than re...

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Funds management

Count Financial has selected Bell Direct’s Desktop Broker as an additional online equity trading platform....

Financial planning

A potential buy-out of Peter Daly's Australian Financial Services Group (AFS) has collapsed at the final stages....

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Financial planning

Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...

Financial planning

DKN’s Phil Butterworth warns that the price of reform may be fewer and much busier planners....

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Financial planning

CommInsure is backing a campaign of direct action on the part of financial planners, encouraging them to approach local members of Parliament to make the case for advice ...

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Financial planning

Advisers are increasingly considering abandoning international shares when trying to develop portfolio construction strategies for their clients, according to Strategy St...

Funds management

Zenith Investment Partners has launched a suite of five diversified multi-manager model portfolios on the Linear Managed Account platform....

Financial planning

Aviva Investors has signed another two-year deal with administration provider, OneVue....

Financial planning

After a couple of tumultuous years, the financial planning software sector is heading for a period of simplicity. Janine Mace explores how providers are adopting a fresh ...

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Superannuation

While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

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Editorial

The insurance industry carries legacy remuneration structures from the days of tied agents. Robert Keavney argues that they reduce industry profitability, contribute to u...

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Financial planning

Count Financial subsidiary Countplus has bought dealer group Total Financial Solutions for $11.5 million....

Financial planning

Accountants move to increase their foothold in the financial planning arena with new association....

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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 20 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 5 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 3 days ago