INDEPENDENT FINANCIAL ADVISERS

Superannuation

The SMSF Professionals' Association of Australia (SPAA) has signed up to a UN committee that supports approximately 300,000 advisers globally....

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Financial planning

Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....

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Financial planning

Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....

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Editorial

While FOFA and a number of other factors have seen many planners moving under the umbrellas of the major banks and institutions, the independent financial advice sector i...

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Financial planning

BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....

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Financial planning

Risk product features have become one of the top drivers of satisfaction among independent financial advisers, according to the 2012 Macquarie Life Satisfaction Survey....

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Life/Risk

ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....

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Financial planning

ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....

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Financial planning

Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...

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People & Products

ClearView has appointed Tony Smith state manager of Queensland and Tony Schiavello state manager of Victoria and Tasmania to take charge of promoting the company's life a...

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Life/Risk

The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...

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Financial planning

Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....

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Funds management

The Bank of Melbourne is offering a wealth management review to its general banking clients...

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Financial planning

Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....

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Superannuation

A new superannuation and investment wrap from ClearView will be able to link insurance cover both in and outside of superannuation....

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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...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 2 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

21 hours 10 minutes ago