FINANCIAL ADVISER

People & Products

IOOF has announced the appointment of Rory Toal and Leah Waldie as the company's new Southern and Northern region managers, respectively. They will commence their new rol...

Editorial

Direct life insurance is here to stay, writes Marcello Bertasso, but consumers may prefer the peace of mind offered by a policy that is underwritten upfront....

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Financial planning

There are significant rewards and opportunities for Australian financial planners who are prepared to transfer their skills overseas....

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Editorial

David Benney looks at the advantages and disadvantages of direct shares versus managed funds....

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Superannuation

GESB urges Australians to seek advice on SMSFs, with research showing many don't understand the time, risks and costs involved in operating this type of fund....

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Financial planning

IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....

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Financial planning

AFA seeks to alleviate member concerns about Future of Financial Advice reforms....

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People & Products

Suncorp Life has announced the appointment of Richard Bellis to the role of executive manager of life risk adviser solutions....

Editorial

Financial planners have a bad reputation, but there should be a distinction between 'proper' financial planners and the 'bottom dwellers', writes Michael Dale....

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Financial planning

The Treasury has provided further clarity on how salaried bank financial advisers will be dealt with as part of the proposed Future of Financial Advice reforms. The refor...

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Funds management

A passion for business and a keen desire to promote financial education has helped John Negri, BDM at Perennial Investment Partners, secure the coveted prize of the 2010 ...

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Financial planning

Michael Browne explains the benefits to workers of taking out income protection....

Editorial

As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...

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Financial planning

Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....

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Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

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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...

4 weeks 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 1 week 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 5 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. ...

1 week 1 day 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...

1 week ago