FAAA proposes short, online wholesale investor exam

FAAA proposes short, online wholesale investor exam

The FAAA believes people wanting to be treated as wholesale investors should need to pass an online exam which validates their status.
Financial security, stress worsens since COVID: AMP

Financial security, stress worsens since COVID: AMP

The latest Financial Wellness report from AMP has revealed levels of financial security and stress have worsened since the COVID-19 pandemic.
Keep wholesale advice regime or risk more orphan clients

Keep wholesale advice regime or risk more orphan clients

The Government will risk creating more orphan financial advice clients if it moves to alter the wholesale investor regime says the SIAA.

Iress updates advice hub with new practice efficiency tools

Patrick Buncsi 11 October 2024 No Comments

Iress has added a new suite of tools to its Advisely platform, including a new benchmarking tool to help advisers determine client servicing gaps.

Replacing old with new

New entrants driving adviser net growth

Mike Taylor 11 October 2024 No Comments

Financial adviser growth remains modest but a pattern is emerging of the number of new entrants more than offsetting adviser departures.

intelliflo dashboards

Intelliflo rolls out Amazon-powered BI dashboards

Patrick Buncsi 11 October 2024 No Comments

Intelliflo has unveiled two new business intelligence dashboards to help solve advisers’ data quality and workflow management issues.

ASIC Banning

ASIC bans tax adviser for two years

Patrick Buncsi 10 October 2024 No Comments

ASIC has banned a Sydney-based financial adviser for two years for allegedly misleading the Tax Practitioners Board (TPB).

Trophy with blue background and lights

CALI announces ReCALIbrate grant recipients

Yasmine Raso 9 October 2024 No Comments

The Council of Australian Life Insurers (CALI) has announced the five recipients of this year’s edition of its annual reCALIbrate program.

Old couple walking on pile of coins, businessman behind them on other pile of coins

Can governments do more to encourage retirement income literacy?

Financial Newswire Contributor 8 October 2024 No Comments

The chief executive of GBST, Rob DeDominicis argues the Government has a significant role to play in ensuring retirement income literacy.

Elderly couple in retirement maze

Advisers need certainty on aged care advice status

Mike Taylor 4 October 2024 One Comment

Conflicts between the Corporations Act and the new Aged Care Bill have seen accounting groups calling for greater certainty for advisers.


INDUSTRY NEWS

Aussie credit stacks up

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Western Asset believes that Australian credit is not a one-size-fits-all solution. Learn how the inclusion of “plus” sectors into the asset mix can im

Fixed income markets: When the stars align

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Fixed income markets offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle.

Reporting season podcast: temper your enthusiasm (slightly)

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Companies tempered growth promises heading into 2025. Explore encouraging economic indicators and stocks we think have earnings growth potential.

Quoting in the MLC Life Insurance Adviser Portal is now easier and faster than ever 

Financial Newswire Contributor 30 August 2024

Industry News

No Comments

Discover how to get a quote quicker than a cup of coffee. 


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Trophy with blue background and lights

CALI announces ReCALIbrate grant recipients

Yasmine Raso | 9 October 2024The Council of Australian Life Insurers (CALI) has announced the five recipients of this year's edition of its annual reCALIbrate program.
Old couple walking on pile of coins, businessman behind them on other pile of coins

Can governments do more to encourage retirement income literacy?

Financial Newswire Contributor | 8 October 2024The chief executive of GBST, Rob DeDominicis argues the Government has a significant role to play in ensuring retirement income literacy.
Double standard signs

Keep wholesale advice regime or risk more orphan clients

Mike Taylor | 4 October 2024The Government will risk creating more orphan financial advice clients if it moves to alter the wholesale investor regime says the SIAA.
Elderly couple in retirement maze

Advisers need certainty on aged care advice status

Mike Taylor | 4 October 2024Conflicts between the Corporations Act and the new Aged Care Bill have seen accounting groups calling for greater certainty for advisers.
Wooden figures grouped inside a circle and standing outside

Record 195 new advisers in September quarter

Mike Taylor | 4 October 2024The number of new financial advisers on the FAR increased by 195 in the September quarter but remains down by 104 over the calendar year.
Stantins joins AMP Advice network

AMP grows recently offloaded advisor network

Patrick Buncsi | 4 October 2024AMP Advice has added SME-specialist wealth management and consulting group Stantins Financial Services to its adviser network.
Australians lacking confidence in their finances

Aussies falling short on financial aspirations as lack of confidence bites: Survey

Patrick Buncsi | 3 October 2024A new survey has revealed that Australians lack considerable confidence in managing their financial affairs and well-being
More Australians want to live to 100

Hitting a century a top aspiration for more Aussies: Survey

Patrick Buncsi | 3 October 2024More Australians want to live to over 100, according to a new survey, but this may have drastic consequences for our retirement system