Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...
Advice businesses should work to establish an individual brand identity to attract the right clients and reassure current ...
The head of the Compensation Scheme of Last Resort has warned Minister for Financial Services Stephen Jones the advice profession is unable to bear the burden of covering the scheme with the levy to ...
Insignia Financial has completed the separation of MLC Wealth from National Australia Bank. In an update to the ASX, Insignia said the transition of the MLC MasterKey and Plum registries, along with ...
Selfwealth has announced it has received a revised proposal from Bell Financial Group to acquire 100 per cent of its shares for $0.25 cash per share by way of a scheme of arrangement. The ‘Revised ...
Data from ProductRex has highlighted the impact negative media coverage is having on troubled industry fund Cbus which is ...
ASIC is set to review how advice businesses protect client data and manage offshore service providers. Nathan Jacobsen, CEO ...
Digital advice provider Otivo has promoted three people to it’s executive team, including chief technology officer Nathan Isterling who will now be chief information officer.
There will be at least one empty seat at the Association of Independently Owned Financial Professionals conference next week. ASIC will break with longstanding tradition and decline to speak on the ...
The first half of 2025 is shaping up as an important period in the reinvigoration of AMP’s superannuation business, with a digital advice offering and new products in the pipeline, and group executive ...