AIOFP refers Dixon executive Treasury appointment to NACC

AIOFP refers Dixon executive Treasury appointment to NACC

The AIOFP has warned that it intends referring the appointment of a former Dixon Advisory executive to Treasury to the NACC.
FAAA ramps up demand for Dixon Advisory public inquiry

FAAA ramps up demand for Dixon Advisory public inquiry

The collapse of Dixon Advisory and its impact on the CSLR is a scandal that cannot be left unaddressed by a public inquiry says FAAA.
Govt adopts pro-forma approach to adviser CSLR complaints

Govt adopts pro-forma approach to adviser CSLR complaints

Government back-benchers faced with financial adviser complaints about the CSLR funding appear to be using a pro-forma response.
Past future

Legacy advice issues rain on Hartley’s Insignia parade

Mike Taylor 23 July 2024 No Comments

Insignia Financial has had to increase its provisioning for legacy financial advice issues but has said this should be the last.

Advice platform

Quality service emerges as top priority for advice platform users: Survey

Patrick Buncsi 23 July 2024 No Comments

Australian advisers rate customer service as a top three criteria when selecting a platform provider, a new industry survey has found

Man in maze

Tough Senate questions for ASIC on Dixon Advisory

Mike Taylor 19 July 2024 16 Comments

ASIC has been placed on notice to answer detailed questions about the collapse of Dixon Advisory and the extraordinary decisions it took.

Finger balances numbers

One year later, 222 fewer advisers

Mike Taylor 19 July 2024 5 Comments

Adviser numbers continue to decline as the profession struggles to attract sufficient new entrants to offset the exit of experienced advisers.

Uncover the facts

AIOFP refers CSLR issues to NACC

Mike Taylor 17 July 2024 10 Comments

The AIOFP has referred Treasury’s handling of the collapse of Dixon Advisory and the establishment of the CSLR to the NACC.

AMP Tower Building

AMP acknowledges centrality of adviser referrals

Mike Taylor 17 July 2024 5 Comments

AMP Limited has acknowledged to a Parliamentary committee the centrality of financial advisers to its AMP Bank and superannuation businesses.

GBST WealthConnect

Invest Blue taps GBST for advice platform overhaul

Patrick Buncsi 17 July 2024 No Comments

Invest Blue will deploy GBST’s all-in-one practice management platform, WealthConnect, the pair have announced.


INDUSTRY NEWS

25 years of identifying valuation anomalies

Financial Newswire Contributor 1 July 2024

Industry News

No Comments

Identifying valuation anomalies can be key to delivering attractive, long-term returns for investors. It’s also key to managing risk by holding…

Staying ahead of the curve – what’s in store for the rest of ‘24?

Financial Newswire Contributor 30 June 2024

Industry News

No Comments

With increased volatility in financial markets and heightened geopolitical tensions, investors may be asking how should I position my portfolio?

Taking the search for alpha opportunities global

Financial Newswire Contributor 30 June 2024

Industry News

No Comments

Optimism about generative artificial intelligence (AI) and earnings resilience have driven US stocks to record highs. While the US market remains an..

Member Satisfaction and The Value of People

Amelia King 5 June 2024

Industry News

No Comments

We’ve suggested before that member experience should be the next metric for measuring superannuation fund (super fund) performance, and recent data…


Filter

Finger balances numbers

One year later, 222 fewer advisers

Mike Taylor | 19 July 2024Adviser numbers continue to decline as the profession struggles to attract sufficient new entrants to offset the exit of experienced advisers.
Uncover the facts

AIOFP refers CSLR issues to NACC

Mike Taylor | 17 July 2024The AIOFP has referred Treasury's handling of the collapse of Dixon Advisory and the establishment of the CSLR to the NACC.
AMP Tower Building

AMP acknowledges centrality of adviser referrals

Mike Taylor | 17 July 2024AMP Limited has acknowledged to a Parliamentary committee the centrality of financial advisers to its AMP Bank and superannuation businesses.
GBST WealthConnect

Invest Blue taps GBST for advice platform overhaul

Patrick Buncsi | 17 July 2024Invest Blue will deploy GBST’s all-in-one practice management platform, WealthConnect, the pair have announced.

ASIC cites crypto promoter in unlicensed advice prosecution

Mike Taylor | 15 July 2024ASIC has emphasised its preparedness to crack-down on unlicensed advice as a crypto promoter is convicted in the Sydney District Court.

Donat to step down from helm at Clime

Yasmine Raso | 15 July 2024Clime Investment Management has announced the departure of Group CEO, Annick Donat, after four years with the company.
Uncover the facts

Yes, an investigation of ASIC and Dixon Advisory is warranted

Mike Taylor | 15 July 2024For the CSLR to gain acceptance and legitimacy in the eyes of financial advisers ASIC role in Dixon Advisory complaints must be investigated.
Contradictory one way signs

DBFO still ambiguous AIOFP members told

Mike Taylor | 15 July 2024The DBFO legislation still contains ambiguities which could impact how superannuation funds treat the payment of advice fees.