Latest News

New bank code needed to address issues: report
A new Code of Banking Practice is needed to improve trust and help fix issues relating to dodgy cross-selling and sales tactics, an independent reviRead more
Wise Planners buys clients from self-licensed firm
AZ NGA subsidiary Wise Planners has announced it acquired the corporate super clients of a self-licensed financial advice firm, bringing funds under aRead more
Mentor Education sees uptick in enrolments
Mentor Education has seen an increase in enrolments following the passing of the professional standards bill – an indication that the industry is moRead more
AMP firms investigated for claiming independence
ASIC is assessing potential breaches of the Corporations Act by AMP-aligned advice practices who may have used the term “independent” in marketingRead more
IOOF advisers bemoan APL restraints
Advisers within the IOOF network are dismayed by changes to their in-house research and approved product list process, as the institution divests fromRead more
Centrepoint Alliance recruits Citigroup exec
Centrepoint Alliance has announced a former Citigroup executive as its new chief investment officer. Write comment (0 Comments) Read more
Lawyer: advisers ‘key to survival of life industry’
A leading insurance lawyer argues that advisers are key to the long-term survival of the life insurance industry in Australia, and warns about a potenRead more
Young Aussies have a ‘terrifying’ level of financial knowledge
The lack of financial literacy and planning skills among young Australians in high school is “terrifying” and contributes to ongoing generational Read more
AFA considers naming and shaming of advisers
The AFA has consulted members on whether it should begin publicly disclosing the names of advisers reprimanded for ethical breaches as it revises itsRead more
Insto advisers knock on IOOF’s door
IOOF is seeing a historically high number of advisers fleeing rival institutions, believing a focus on product over advice to be a trigger factor. Read more
O’Dwyer highlights commitment to financial literacy
Minister for Revenue and Financial Services Kelly O’Dwyer has released a report highlighting the range of financial literacy programs operating in ARead more
Providence makes London appointment
Providence Independent Investment Advisory has made a London-based appointment as a way to broaden the Australian firm’s research insight. WRead more
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