STEVE BLIZARD

Financial planning

The rules around intra-fund financial advice must be significantly tightened and ongoing financial advice support fees must become as low cost as a mobile phone plan, acc...

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Financial planning

A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...

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Policy & Regulation

A new frequent flyer promotion by AustralianSuper has generated criticism from some financial advisers....

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Financial planning

A financial planning principal has questioned whether salaried advisers employed by industry funds to provide intra-fund advice are really just a modern version of the ol...

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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 4 days ago

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

1 month 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. ...

1 week 2 days 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. ...

5 days 3 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...

4 days 7 hours ago