ADVISERS

Financial planning

The 10 largest dealer groups in Australia added 475 advisers during the year to March 31, maintaining their share of advisers in the Top 100 dealer groups at 50 per cent,...

Financial planning

The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...

Superannuation

Last June the corporate watchdog went on the attack in the Apple Isle. As most people have probably heard by now, their victim, Hobart based adviser and authorised repres...

Financial planning

Advance Asset Management has appointed Asgard to deliver the registry administration of its funds management and superannuation products as a replacement for its existing...

Financial planning

Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...

Financial planning

Web Abstract long compulsory...

Financial planning

Count Financial will introduce a new adviser grading system from July 2006, which will split advisers in the independent financial planning network into three levels, bas...

Superannuation

The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...

Funds management

Macquarie Bank has continued its roll-out of tax-effective products in time for June 30, with a margin loan into property being the latest....

Financial planning

Perth-based dealer group Western Pacific has announced plans to set up its first office in Sydney, saying the move would establish a beachhead into the country’s most luc...

Financial planning

Macquarie Adviser Services has made its first foray into the agricultural sector, launching the Macquarie Agri-investment Facility, an information-cum-investment service ...

Financial planning

Count Financial has coaxed Albury-based financial planning firm, The Next Step, away from its previous institutionally-owned dealer group....

Financial planning

Capstone Financial Planning has targeted New South Wales as the next stage in its growth plans with the dealer group now holding more than $1 billion of funds under advic...

Financial planning

Financial planning software provider Xplan has enhanced its service offering, teaming up with Navigator to supply client and transaction information from the latter’s pla...

Financial planning

AXA has cut the fees on its Summit platform in a move that the company admits is partly due to competitive pricing from ‘lite’ platforms....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 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 ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day 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 ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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