FINANCIAL PLANNING

Life/Risk

Life/risk advisers are craving detail on their new remuneration regime with the three-year claw-back the most problematic issue....

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Financial planning

Hobart-based firm Main Street Financial Solutions has left IOOF-owned Lonsdale to join privately owned Fitzpatricks Private Wealth....

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Financial planning

Centric Wealth will become the headline brand for Financial Index Wealth Accountants practices alongside Crowe Horwath as the group announces another acquisition and posi...

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Financial planning

Griffith Business School joins the FPA to publish a financial planning academic journal, which will come out twice a year....

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Financial planning

The Commonwealth Bank has upped the ante on its annuities strategy by moving to offer them via its platforms, FirstChoice and FirstWrap....

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Financial planning

Australians seemed to follow a “she’ll be right mate” attitude with regard to their financial health, according to the AFA....

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Financial planning

Banking consumer satisfaction levels have hit a 20-year high, with the Commonwealth Bank of Australia number one among the Big Four institutions....

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Financial planning

Wilson Investment Group has sold its securities business to Wilson HTM, Craigs Investment Partners and Deutsche Bank after two years of flagging earnings....

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Financial planning

Listed financial services group Spring FG will launch an online wealth management and advice service but has stated it will not be ‘robo-advice’....

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Financial planning

Banned Queensland-based planning principal, Bradley Thomas Sherwin, will face 34 charges relating to fraud following an ASIC investigation....

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Financial planning

Australian Unity has entered into an agreement to acquire Flinders Australia as a solution for their estate planning and trustee-type services....

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Financial planning

The Government has sanctioned the industry’s life/risk position which entails a three-year transition to a hybrid model based on a 60 per cent upfront commission....

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Life/Risk

Australian Unity will move to either hybrid or level commissions on life/risk from 1 July....

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People & Products

Hood Sweeney appoints Chris Stewart as managing director following the departure of Matthew Rowe to the US....

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People & Products

GBST enters into alliance with British-based business technology provider BPO focused Xchanging....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 1 week ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

3 weeks 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

6 days 6 hours ago