FINANCIAL ADVISER

Superannuation

Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....

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Financial planning

Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....

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Funds management

Asteron Life has invested $10 million in new technology, which the company claimed would bring more back-office efficiencies for its financial adviser base....

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Editorial

Col Fullagar examines the topic of pre-existing exclusion clauses in risk insurance policies....

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Financial planning

Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....

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Policy & Regulation

Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...

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Superannuation

The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...

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Financial planning

As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...

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Financial planning

AMP has reported a profit decline but believes its merger with AXA is on track to deliver efficiencies....

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Financial planning

An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...

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Financial planning

SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...

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Financial planning

AMP has reported a profit decline but believes its merger with AXA is on track to deliver efficiencies....

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Financial planning

An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...

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Financial planning

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

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Funds management

The Bank of Melbourne is offering a wealth management review to its general banking clients...

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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. ...

6 days 3 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 7 hours ago