Industry EventsKeep up-to-date with our Calendar of upcoming industry events... |
November 29, 2019
The Financial Planning Association of Australia has released a new discussion paper on the evolution of advice over the next five years and opened consultation on its proposed new policy platform, which it expects to release in 2020. (more…)
November 25, 2019
AdviserLogic has released a reimagined digital SoA production suite which CEO, Daniel Gara, says has “thrown off the shackles of old-fashioned SoA production”, replacing it with a system that is designed for maximum compliance control and ease of use. (more…)
November 8, 2019
ASIC has banned Queensland financial adviser, Mark Rothnie, for three years for failing to act in the best interests of his clients and for failing to provide appropriate advice. (more…)
October 11, 2019
Beenleigh-based adviser, Ian Victor Haisman, has been banned by ASIC from providing financial services for a period of seven years, after the regulator found that Haisman failed to act in the best interests of his clients. (more…)
October 7, 2019
Radar Results Principal, John Birt, says that prices offered for financial planning and risk books have declined. (more…)
September 20, 2019
Financial advisers may risk losing clients if they fail to demonstrate long-term value of advice, the latest research from MetLife Australia has revealed. (more…)
August 9, 2019
AMP’s three-year transformational strategy aims to make a shift into a simpler, client-focused business that is higher growth and higher return. (more…)
August 5, 2019
More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends. (more…)
August 1, 2019
Iress has announced it will release the first of several planned updates aimed at making advice software platform Xplan simpler for users and to give them greater access to its functionality. (more…)
July 30, 2019
National consultancy group, Elixir Consulting has launched a ‘virtual business coaching’ portal designed specifically for financial advisers in Australia. (more…)
