FINANCIAL SERVICES PARTNERS

Financial planning

More than 200 adviser roles have been lost year to date compared to 761 lost roles in the first quarter of 2020, according to HFS Consulting’s analysis. ...

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Financial planning

GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting....

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Top 100

The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...

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Financial planning

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

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Financial planning

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...

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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 3 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 3 weeks ago

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

2 months 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...

1 week 6 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

6 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 days 18 hours ago