FINANCIAL ADVISER

People & Products

AIA has appointed a former Tower state manager as head of adviser services, individual life, with Pia Sciarrone returning to the group after a five-year hiatus....

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Life/Risk

Col Fullagar outlines the key things to consider when performing a client insurance review....

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Financial planning

PIS will be in the market to recruit a new chief executive following a decision by Robbie Bennetts to step back from operational matters....

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People & Products

Professional Investment Services will appoint a new chief executive for its advice business, with co-founder and chief executive Robbie Bennetts to take a step back from ...

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People & Products

Tower Australia has lured Aviva's Victoria and Tasmania sales manager, Craig Parker....

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Financial planning

Regulators think that investors should not pay for advice and should be in an index fund, according to chief executive of Franklin Templeton Investments Greg Johnson....

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Financial planning

Trust in super falling but Australians have finally been shaken out of apathy, according to the Mercer Superannuation Sentiment Index....

Financial planning

ANZ will transition the wealth management and insurance businesses it acquired from ING to a new name and brand by the end of this year, ANZ's Australian chief executive,...

Financial planning

Research conducted by CoreData has pointed to an increasing number of high-net-worth individuals making "ultra-conservative" investment decisions....

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Superannuation

MLC has called for an extension of the powers of the Superannuation Complaints Tribunal to handle SMSFs, while supporting the continuation of planner remuneration for the...

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Financial planning

An educational website has published the names of 14 people believed to be the only truly independent advisers in the country....

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Financial planning

Suncorp has boosted its external adviser distribution channel, but the company pointed to pressure on policy lapse rates as one cause of a 23 per cent fall in net profit....

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Financial planning

Big West Australian fund GESB wants more effort put into telling consumers about the value of advice....

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Financial planning

Australian women are more likely to seek financial advice from friends and family, while men are more likely to get advice from the media or a professional....

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Financial planning

A financial adviser who double-geared a risk-averse client into shares has relocated to Europe, while his licensee has been ordered to pay $110,00 in compensation....

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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 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