Financial planners in New Zealand may use the introduction of the Trans-Tasman Portability Scheme as a way to upsell incoming clients on insurance. ...
Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....
Kinetic Super has renamed its financial services company, eo Financial Services, to align with its recent rebrand....
Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...
IOOF has secured access to the syndicated loan market for its national network of advisers. ...
Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...
A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....
An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....
Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...