ADVISERS

Financial planning

While many advisers are now making the transition from commissions to a fee based remuneration, many admit they don't have it right yet....

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People & Products

Macquarie Adviser Services recruits AMP's Cameron Spittle to head up sales for Macquarie Wrap....

Financial planning

Two FSP advisers have produced a series of five financial literacy books from what they say is a resource rich industry....

Life/Risk

ING has upgraded its OneAnswer super offering with the addition of an online insurance tool....

Financial planning

The service will ease shares administration and implement corporate actions across its client base....

Financial planning

The consolidation of separately managed accounts into platforms represents a "quantum leap forward from conventional managed funds", according to Aviva Australia research...

Financial planning

While some advisers may feel they don't have the skills to deal with estate planning, investment bonds allow them to offer an estate planning strategy within their existi...

Financial planning

A growing number of enquiries from planners dissatisfied with the institution's percentage-based fee model has prompted dealer group/accountant firm MCA Financial Planner...

Life/Risk

WriteAway to manage new cases through to policy completion within 20 to 30 minutes....

Editorial

Recent market volatility highlights the need for consistent client advice, writes Shane Pinkerton....

Financial planning

JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....

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Financial planning

Dealer groups need to adopt better models to maintain the allegiance of practices, according to the head of Premium....

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Financial planning

Has embarked on a comprehensive review of the licensee standards that govern the delivery of advice to its clients....

Life/Risk

The new insurance component compares 21 retail insurance providers and 107 super insurance providers. It also compares insurance on platform providers and will highlight ...

Financial planning

The Government has some critical issues to address in the coming months, but how clients choose to pay their advisers is not one of them. ...

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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....

1 week 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