FINANCIAL ADVISER

Financial planning

ClearView Wealth has expanded into the independent financial adviser market with the acquisition of three IFA practices....

image
Financial planning

Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...

image
Financial planning

IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....

image
Financial planning

WHK has overhauled its risk APL, removing Comminsure and MLC while adding BT Life and Asteron to the existing stable of TAL, Zurich and Macquarie Life....

image
Financial planning

Financial Services Partners has launched a new initiative which it says is aimed at enhancing engagement with existing financial advisers at the same time as attracting n...

image
Financial planning

Australian Financial Services Group (AFS) has announced the appointment of Mary Delzoppo as AFS Xplan site administrator....

image
People & Products

ClearView has appointed Tony Smith state manager of Queensland and Tony Schiavello state manager of Victoria and Tasmania to take charge of promoting the company's life a...

image
Editorial

Boom years are long gone for the margin lending sector. Given that the improvement in the share market is one of the main catalysts for using margin loans, the sector is ...

image
Funds management

Bonds and equity share income funds provide some of the benefits associated with "risk-free" term deposits with the option for greater capital growth, Tyndall has told an...

image
Editorial

Direct insurance is on the rise. Peter Smith discusses the ways in which financial advisers can adapt and stay relevant....

image
Editorial

How do you keep a clear picture when the lines of life insurance are blurred? Damien Mu predicts that the distinctions that life insurance companies draw between group an...

image
Life/Risk

The Financial Services Council has announced it will consult with the industry on a policy to address the practice of churning in life insurance....

image
People & Products

After six years with CommInsure, Olivia Sarah-Le Lacheur has been appointed to head the company's national accounts portfolio....

image
Financial planning

TAL has upgraded its online financial adviser portal, the TAL Adviser Centre, with improvements to adviser online tools and functionality as well as product and underwrit...

image
Policy & Regulation

Those who argue opt-in is unnecessary fail to understand the nature of proposed FOFA reforms, according to Sydney University academic Joanna Bird....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 5 days ago

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

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 23 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 3 hours ago