FINANCIAL ADVICE

Financial planning

RetireInvest has signalled its intention to move further into the aged care market in the wake of its recent alliance with the Mackenzie Aged Care Group....

Financial planning

Small-to-medium enterprise owners need to be educated about what financial planners do, according to Ross Cameron, former Liberal MP and director of Cameron Research Grou...

Life/Risk

Zurich Financial Services has introduced a new online application service for its Ezicover life insurance product aimed at giving dealer groups and other distribution par...

Financial planning

Members of Generation Y are crying out for advice on financial matters despite lofty aspirations for their financial futures, a discussion forum featuring those aged 18 t...

Editorial

Abstract Long...

image
Financial planning

The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...

Financial planning

Demands for greater transparency in financial planning is depriving lower income groups of access to financial advice, a leading financial services executive has argued....

Financial planning

In a solid endorsement of the financial planning profession, the Institute of Actuaries of Australia has expressed its opinion that consumers are best served by consultin...

Financial planning

ING-owned dealer group Tandem Financial Advice has announced that its advisers will soon have access to the Inspector Compliance online management system and associated T...

Financial planning

AMP expects the focus of financial advice to shift as a result of the proposed changes to superannuation announced in this year’s Federal Budget, but has rejected suggest...

Financial planning

Gregory Clements and Neil Manning have appeared in the Perth Magistrates Court as the result of an ASIC investigation that alleged they provided financial advice without ...

Financial planning

Banning exit fees on super funds and restricting statements of advice to less than four pages will form part of Labor’s new financial services policy platform to be relea...

Financial planning

An Adelaide-based wealth management practice has entered a joint venture to launch an online recruitment service, called Jobs.com.au, through which it will source referra...

Financial planning

The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....

Financial planning

The superannuation guarantee and strong economic and stock market performance have raised the average amount each Australian holds in managed funds to $45,300, far more t...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

6 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 11 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 9 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 12 hours ago