Latest News

AFA, FPA taken to task for TPB registration
A consultant has criticised the AFA and the FPA for allegedly inadequately informing licensees around whether their financial advice requires them to Read more
Financial misconduct inquiry receives 1,300 consumer submissions
A Senate committee has announced it received more than 1,000 submissions from the public for its inquiry into the banking, insurance and financial secRead more
‘Choice channels’ deepen client engagement: SuiteBox
Advisers can further their engagement with clients by creating ‘choice channels’, says SuiteBox’s Andy Marshall in a new e-book on the subject. Read more
Lonsec upgrades Smarter Money Investments products
Research group Lonsec has upgraded the ratings of two Smarter Money Investments products, citing the highly regarded portfolio managers. WriteRead more
No need to ban all bank product payments: report
An independent reviewer has released his final report on bank staff remuneration, setting out a number of recommendations for change but rejecting calRead more
Sedgwick review could undermine super system, ISA says
Industry Super Australia believes the findings of the Sedgwick review fail to address bank cross-selling practices and has the potential to undermine Read more
Elders picks up former CBA adviser
Elders Financial Planning has announced a former CBA financial adviser has joined its dealer group. Write comment (4 Comments) Read more
Focus Financial to receive significant investment
Two private equity groups are set to acquire a significant stake in Focus Financial Partners, the New York-based wealth management network looking to Read more
Banking royal commission almost inevitable, says FOFA father
Support across the major political parties make a banking royal commission “almost an inevitability”, according former Labor MP Bernie Ripoll. Read more
Victoria dealer group appoints former AMP manager
A Victoria-based dealer group has hired a former AMP manager as its first state manager for Queensland, as the company looks to grow nationally. Read more
Fitzpatricks picks up Melbourne advisers
Fitzpatricks Private Wealth has announced it added two Melbourne-based advisers to its national network. Write comment (0 Comments) Read more
Zurich updates life insurance mobile app
Zurich has announced the launch of a successor to its LifeXpress mobile app designed to give advisers easy access to clients’ life insurance informaRead more
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