AstuteWheel adds capability
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities.
Dealer group transitions to fee-based model
KARREN VERGARA  |  TUESDAY, 25 JUN 2019
A dealer group has ditched grandfathered arrangements ahead of the 2021 deadline and transitioned the majority of its network to a fee-for-service model.
Self-licensing trend boosts ClearView offering
ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support.
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
Commonwealth Bank is reviewing options for its CommSec Advisory business, including a potential sale.
Advice associations meet new minister
HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
The two key financial advice associations have met with the government's new superannuation and financial services lead for the first time.
Will financial advisers cease to exist?
JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2019
More than half of all financial advisers believe the role they perform today will change substantially or cease to exist over the coming decade, according to research from the CFA Institute.
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
More than 1700 financial advisers have dropped off the ASIC Financial Adviser Register in less than six months.
Dealer group buys bank advice arm
ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
An ASX-listed advice group has paid $3.5 million to acquire the financial planning business of an Australian bank.
FPA, AFA partner on life insurance
KANIKA SOOD  |  FRIDAY, 14 JUN 2019
The key financial advice associations have teamed up for a life insurance taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021.
Approved diplomas, bridging courses confirmed
JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
The Financial Adviser Standards and Ethics Authority announced the first raft of current and historical graduate diplomas and bridging courses to be approved by the body.
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