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

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

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

5 months ago

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

1 week 6 days ago

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

2 weeks 4 days ago

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

3 weeks 2 days ago