FINANCIAL ADVISER

Financial planning

A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....

image
Financial planning

Mortgage Choice will push into financial planning aiming to double planners numbers by June 2015....

image
Financial planning

As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...

image
Financial planning

Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....

image
Financial planning

Middletons further develops resourcing in South Australia....

image
Financial planning

Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...

image
Editorial

The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...

image
Financial planning

The Senate inquiry of ASIC into its handling of the Commonwealth Bank is so negative it has tarnished trust in advisers, according to John Brogden....

image
People & Products

IOOF’s Johan Cruz has moved over to Premium Wealth Management to head its compliance division....

image
Financial planning

The Federal Court has made interim asset preservation orders by consent against former Western Australia-based financial adviser Marion Joan Pearson and Colisa Pty Ltd, f...

image
Financial planning

A former financial adviser has been permanently banned from providing financial services by ASIC....

image
Financial planning

Queensland-based financial adviser, Thanh Quoc Tu, who misled clients, has been permanently banned from engaging in the provision of financial services by ASIC. ...

image
Financial planning

The challenges presented by an ageing population put the onus on advisers to stay up to date with the latest technical know-how, Paul Rogan writes....

image
People & Products

Robeco has appointed former Blackrock staffer Matthew Young as its regional manager for retail business development....

image
Financial planning

Independent planning group Premium Wealth Management has hired former IOOF-aligned manager Justin Viney to lead its network’s development. ...

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 3 days ago

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

4 weeks 1 day 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 1 day 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. ...

4 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...

3 days 7 hours ago