Midwinter enhances its insurance modelling capability within its cloud platform, AdviceOS, in a bid to accelerate the efficiency of life insurance advice generation....
Equip Super will reduce fees and costs for pension members, as it ventures into robo-advice and grows its financial planning business....
ASIC’s Wealth Management Project has claimed its tenth scalp, banning a former NAB authorised representative. ...
XPLAN customisation specialist sees ready market in self-licensed planning sector....
ASIC has issued a discussion paper on the new Life Insurance Framework with a tough analysis of the clawback arrangements....
The Paul Barrett-led AZ NGA dealer group play has signed up RI Toowoomba, bringing the number of firms now under its umbrella to seven....
Former Secuitor practice, Experience Wealth, has gone it alone with an AFSL aimed directly at Gen X and Y clients....
Perpetual will continue to expand its advice services for medical specialists through its acquisition of Fintuition....
A South Australian accountant has been ordered to pay more than $400,000 plus costs after advising a client to invest substantial sums in failed agriculture schemes....
The FPA welcomed former FPA chair, Julie Berry’s appointment to the Tax Practitioners Board, saying she would represent financial advisers....
Fewer than 500 people have super balances over $10 million but they are skewing percpetions of the super regime....
More Australians were sacrificing or delaying life goals in order to be able to buy a home and afford a mortgage, a survey shows....
MDS Financial Group will rebrand as Sequoia Financial Group Limited, after shareholders approved the name change....
Financial planning firm, Health & Finance Integrated, moves under Australian Unity Personal Financial Services umbrella....
FIIG Securities looks to educate advisers on fixed income through a dedicated financial adviser channel....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...