FINANCIAL ADVISERS

Editorial

The Centro Properties Group has capped off the 2005-06 financial year by reporting a record distributable operating earnings figure of $295.3 million, representing an inc...

Financial planning

The chairman of the Australian Securities and Investments Commission, Jeffrey Lucy, has reiterated that it will not be imposing its views with respect to the fee-for-serv...

Financial planning

Financial advisers need to minimise the risks associated with their practices in order to realise the highest value for their businesses when looking at succession planni...

Financial planning

Westpac Financial Planning has embarked on a recruitment campaign involving advertising, education, an internal awareness program, and longer-term career path preparatio...

Financial planning

A Newspoll survey commissioned by the Investment and Financial Services Association has found Australians in general still need to improve their levels of financial liter...

Financial planning

Financial planning company Wealthsure will roll out Coin Software to its financial advisers in a bid to free up more of their time for clients....

Financial planning

The Australia and New Zealand Banking Group Limited has succeeded in having its Australian Financial Services licence amended to allow it to provide custody services to m...

Financial planning

AMP Signature Super and Sunsuper Personal have emerged at the top of the list in the Heron Quality Star Ratings launched this week....

Financial planning

Cannex has combined its insurance research and quotation tool with the Statements of Advice preparation tool offered by real services to create an all-in-one insurance de...

Financial planning

Financial Wisdom has increased the size of its dealer group significantly, with a total of 410 financial advisers now under its umbrella....

Financial planning

Federal Tasmanian Liberal Senator John Watson has again asked the Australian Securities and Investments Commission to account for its lack of action in the lead up to the...

Financial planning

A venture aimed at improving access to financial services education has lit up the pathway for budding planners seeking a career in finance....

Financial planning

BT Financial Group has improved the functionality of its Wrap Platform for financial advisers, with the addition of online corporate actions and initial public offer cale...

Financial planning

Macquarie’s financial educational and information service arm, Macquarie Digital, has made its service more accessible to the broader community with the launch of its own...

Financial planning

The Australian Million Dollar Round Table (MDRT) is joining forces with Professional Investment Services (PIS) in a move that should deliver considerable benefits for bot...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago