SELF-EMPLOYED ADVISERS

Financial planning

Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio admi...

Financial planning

Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase fo...

Financial planning

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

image
Financial planning

The delayed LIF start date of 2018 will allow self-employed advisers more time to prepare their businesses for the significant reduction in initial commissions, the AFA b...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 week 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

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

3 days 9 hours ago

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

1 week 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago