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FINANCIAL ADVISERS
Editorial
There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....
Superannuation
Superannuation and investment platform provider Wealthtrac claims it has grown FUM back to levels close to those achieved prior to the GFC....
Superannuation
Gearing now plays a greater role in the wealth creation process for SMSF trustees, according to head of business development for structured investments at the Commonwealt...
Financial planning
ASIC has banned a former Commonwealth Financial Planning adviser from providing financial services for five years, making it three former Commonwealth advisers banned in ...
Financial planning
Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....
Financial planning
Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....
Financial planning
Independent dealer group WealthSure has signed up to OneVue's unified managed account (UMA) platform amid plans to broaden its product range....
Policy & Regulation
The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....
Financial planning
ASIC has accepted a permanent undertaking from an Adelaide-based financial adviser to permanently refrain from providing financial services....
Financial planning
ClearView Wealth has expanded into the independent financial adviser market with the acquisition of three IFA practices....
Financial planning
Effective content marketing is central for financial advisers to successfully engage with their client base and generate new business....
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
Financial advisers should take certain precautions when investing in technology, according to Synchron chair Michael Harrison....
Superannuation
The ATO's view on SMSF property development leaves room for members to be caught out by the sole purpose test, said Peter Hogan MLC Technical....
Financial planning
The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...
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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,...