DomaCom launches senior equity release product
ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
The ASX-listed investment platform has released a first of its kind senior equity release product for Australia, targeting financial advisers working with clients over 60.
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading Count Financial to CountPlus for $2.5 million.
International firm acquires advice group
JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
A national financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager.
Former Futuro adviser charged with theft
ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
A former Futuro adviser is facing up to 15 years behind bars following allegations he stole $179,600 from a deceased estate of which he was executor.
Wills and BDBN raise adviser interest
KARREN VERGARA  |  FRIDAY, 7 JUN 2019
The complexities of binding death benefit nominations and wills piqued the interest of many at the quarterly Challenger and Financial Standard Technical Services Forum.
Advisers not prepared for exam: AFA
ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Association of Financial Advisers general manager of policy and professionalism Phil Anderson has labelled the 600 advisers sitting the first exam as "brave", fearing they are underprepared.
Advisers losing female clients
ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Female financial advice clients aren't getting the support they need from financial advisers, putting client books at risk.
Cashwerkz, Praemium ink deal
HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform.
Risk commission changes imperil advice practices
KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
As financial advisers adjust their business models to the Life Insurance Framework, many fear the Royal Commission's recommendations will further undermine the viability of their practices.
Impact investing an advice opportunity: Expert
HARRISON WORLEY  |  TUESDAY, 4 JUN 2019
An impact investing expert believes the principle offers financial advisers with an opportunity to engage people who might deem investing to be too complex for them.
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