FINANCIAL ADVISER

Policy & Regulation

NAB/MLC have warned that FOFA fee disclosure proposals will add millions to the financial advice process....

image
People & Products

BetaShares Capital has appointed Vinnie Wadhera as director, portfolio and national account sales....

image
Financial planning

With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...

image
Financial planning

Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...

image
Superannuation

Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...

image
Financial planning

Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....

image
Financial planning

Macquarie Life has launched a new online service, WebConnect, aimed at helping financial advisers, insurance brokers and their clients....

image
Financial planning

The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...

image
Financial planning

Financial advisers looking to sell books of lower value clients due to Future of Financial Advice changes should first look at other options such as reducing the cost of ...

image
Financial planning

ClearView Wealth has announced the launch of a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts....

image
Superannuation

While Industry Super Network has made considerable gains against the financial planning industry in its campaign against commissions there remains increasing concerns abo...

image
Financial planning

If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....

image
Financial planning

The degree to which Australian financial planners are looking for more optimistic signals amid the current torrent of bad news has been revealed in new research released ...

image
Financial planning

As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...

image
Editorial

Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

4 weeks 1 day 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 2 days 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 2 days 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 1 day ago

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

4 weeks 1 day ago

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

3 weeks 2 days ago