GENESYS WEALTH ADVISERS

Financial planning

Ongoing developments to Mercer’s superannuation research tool prove beneficial....

Life/Risk

Many Australians’ insurance policies are at risk of lapsing, insurers fear....

Financial planning

Citing the complexity of insurance advice, Genesys trims risk partner numbers....

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Financial planning

It is important for an adviser to know what they should do if they become aware of or have reasonable grounds to suspect a client has not complied with their Duty of Disc...

Financial planning

Financial planners are feeling the impact of the remuneration debate....

Financial planning

In an effort to improve its practice management framework, a leading financial planning practice in the Genesys Wealth Advisers dealer group has installed a new human res...

Financial planning

Australian Wealth Management (AWM) has completed the purchase of corporate superannuation businesses i.super and Finium....

Financial planning

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Financial planning

Mercer Investment Consulting has signed up Genesys Wealth Advisers and Consultum Financial Planners to its new superannuation research tool, Mercer IS Super....

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Financial planning

Financial services research firm brandmanagement has recently performed a survey that revealed the wealthiest consumers in Australia are not being properly serviced by th...

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Editorial

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Editorial

A net profit of $7 million by its financial planning arm, including Genesys Wealth Advisers, has helped Challenger lift its group net profit by 12.3 per cent to $134.3 mi...

Financial planning

In the 1980’s, the life insurance industry was largely operating under an agency system whereby those providing insurance advice to clients were ‘agents’ of the insurer r...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 2 weeks ago

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

2 days 16 hours 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 ago

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

1 week 5 days ago