FINANCIAL PLANNING

Financial planning

TAL launches initiative for cover to be increased online, without underwriting or paperwork....

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People & Products

Fitzpatricks expands network to South Australia via recruitment of Certified Financial Planner, Shane Case....

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Financial planning

Advisers across NAB’s planning network will have access to online and face-to-face learning opportunities through a partnership with Deakin University....

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Financial planning

ANZ’s strategic repositioning delivers 24 per cent decline in cash profit to $2.8 billion amid more testing conditions....

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Superannuation

Fiducian aims to push further into the SMSF admin space by expanding its subsidiary, Fiducian Business Services....

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Knowledge Centre

New research from ING DIRECT shows that many Gen X and Y financial stereotypes are untrue and there are many opportunities for advisers to connect with this customer grou...

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Funds management

Fund managers can provide additional returns through active management and “being bold”, according to IOOF....

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Financial planning

The Commonwealth Bank has defended its claims handling personnel and denied any misconduct, but chief executive, Ian Narev, has conceded process may have been put ahead o...

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Funds management

AMP Capital and BetaShares announce alliance to deliver ETF products aimed at SMSFs....

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Financial planning

Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...

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Funds management

IOOF has pointed to research suggesting workplace superannuation and partnership arrangements with employers represents a growth area for advisers....

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Financial planning

The Scrutiny of Financial Advice inquiry is pointing towards companies being required to maintain whistle-blowing protocols similar to those in the public service....

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Funds management

The latest Lonsec research confirms the rapid growth of multi-asset funds and products....

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People & Products

Asteron Life has moved to deal with remuneration changes with a new Adviser Service Fee Facility for advisers....

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People & Products

Ignition Wealth has split its web presence with the launch of a direct-to-consumer site after quick expansion of the company’s B2B arm....

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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...

1 month 2 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 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

5 days 14 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks 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. ...

3 weeks 4 days ago