FUTURE OF FINANCIAL ADVICE

Financial planning

AMP-backed Multiport has continued to grow its presence in the managed accounts markets, announcing this week it had reached $150 million in funds administered on its man...

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Editorial

Asset allocation is becoming critically important in a world of shorter and more extreme investment cycles. This is where multi-asset funds come in, writes Janine Mace....

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Financial planning

Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...

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Financial planning

IRESS will set up a UK division after its XPLAN software was picked up by the UK's largest financial advice group, Sesame Bankhall Group....

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Superannuation

Accountants handling SMSFs will be able to cover off licensing via arrangement with MLC and AXA....

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Financial planning

HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....

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Financial planning

It is important not to take legislation such as the recent round of superannuation reforms to parliament without first forming an industry consensus, according to Ministe...

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Editorial

Much attention has been directed towards the manner in which a Parliamentary Joint Committee will handle the Government's Future of Financial Advice legislation but, as M...

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Financial planning

Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....

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Financial planning

The industry needs to turn its lobbying focus back towards educating consumers about the dangers of underinsurance, according to CommInsure's Tim Browne....

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Financial planning

The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...

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Superannuation

Assistant Treasurer Bill Shorten has been accused of protecting industry superannuation funds and handing them an edge in the provision of financial advice....

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Editorial

History suggests the advantages flowing to industry superannuation funds from the Government’s Future of Financial Advice changes may ultimately prove to be a political l...

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Financial planning

Financial planners and paraplanners remain an ongoing hotspot of demand as the wealth management industry continues to battle candidate shortages, according to the latest...

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Financial planning

Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 3 weeks ago

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

4 months 3 weeks ago

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

6 days 1 hour ago

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

1 week 4 days ago

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

2 weeks 2 days ago