MICHAEL BLOMFIELD

People & Products

Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....

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Policy & Regulation

The financial services technology company will deliver an industry-wide solution to help firms meet the upcoming design and distribution obligations which will come into ...

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Financial planning

Iress has looked to the new rules around advice fee consent to roll-out one of the first building blocks of its infrastructure as a service strategy....

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Financial planning

Since 2007, the number of self-managed super funds using a financial planner has not grown at the same level as the amount of new trustees. ...

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People & Products

Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....

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Funds management

Financial planners who use managed accounts are spending more time on client engagement, compliance and due diligence, according to SSGA. ...

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Financial planning

Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...

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Tech

Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....

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Superannuation

Self-managed superannuation fund members say they want more financial advice, with 315,000 reporting they had unmet advice needs this year, up from 275,000 last year, but...

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Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

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Funds management

Financial planners recommending managed accounts has doubled, despite users lacking proper education....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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....

1 week 2 days ago

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

2 weeks 1 day ago

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

2 weeks 6 days ago