INDEPENDENT FINANCIAL ADVISERS

Editorial

It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...

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Financial planning

AXA chief executive Andrew Penn has revealed the degree to which the company is positioned to handle regulatory change and a fee-for-service environment....

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Financial planning

An educational website has published the names of 14 people believed to be the only truly independent advisers in the country....

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Editorial

With many in the life insurance industry falling behind or struggling to keep up, Brett Yardley looks at some of the changes that have or are about to occur....

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Editorial

While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms...

Financial planning

Research conducted by CoreData has suggested Industry Funds Financial Planners come up short in engagement and service skills when compared to their independent or bank-a...

Financial planning

A new research report suggests recent regulatory changes have transformed the landscape for IFAs in India....

People & Products

AMP appoints BDM and fills newly created role in team servicing financial advisers....

Financial planning

Financial advisers are taking a closer look at the costs and benefits offered by their dealer groups....

Financial planning

Are we product floggers or professionals, asked Jeff McMullen at the recent Financial Planning Association (FPA) Conference, and a panel of industry identities gave their...

Financial planning

Redundancies ‘unrelated’ to global losses....

Financial planning

Cash Management Trust exceeds 400,000 accounts....

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Financial planning

Adviser enquiries about new super rules prompts a new training initiative....

Top 100

Combined, there are almost 150 master funds and wraps operating within Australia’s investment landscape, but over the past few years the same handful of players has domin...

Financial planning

Partnership proves a boon for IRIS Financial Group....

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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 16 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...

20 hours 47 minutes ago