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FINANCIAL ADVISERS
Policy & Regulation
The FPA and the Association AFA are confident that the industry has the ear of Treasury as the consultation around the Future of Financial Advice reforms has resumed....
Financial planning
The Association of Financial Advisers (AFA) has reinforced its support for small licensees and practices by launching the Small Licensee and Practice Principal Conference...
Superannuation
While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....
Financial planning
Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...
Financial planning
MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....
Financial planning
The Financial Services Council has urged the industry to adopt a common agenda to deal with the new dynamic in Canberra....
Financial planning
A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....
People & Products
ING Investment Management is strengthening its business development and distributions teams now that it is able to build direct relationships with advisers....
Financial planning
Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...
People & Products
Charter Hall Direct Property has appointed former Wallaby Brendan Cannon as its key account manager for Western Australia and Queensland....
Financial planning
Half of advisers are incorrectly classifying term deposits as cash, according to PIMCO research....
Financial planning
AFS Group has signed an agreement to use Praemium’s SMARTwrap platform....
Financial planning
The dealer group has added 15 new offices in the past financial year, according to managing director Darren Steinhardt....
Superannuation
An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...
Financial planning
The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...