AMP puts 300 financial advisers on notice, amid ASIC probe
9 July 2018 by Alice Uribe, Australian Financial Review
AMP has put more than 300 advisers on notice that it may discontinue their licence to provide financial advice as the under-pressure wealth manager tries to reduce risks, amid a corporate watchdog probe and possible legal action.
Tech solutions with Microsoft and Adviser Ratings
8 July 2018 by Cec Busby, Kochie's Business Builders
This Kochie’s Business Builders Case Study features Jaime Brands from Adviser Ratings. Together with Microsoft Master Trainer Daniyel McAvoy, Kochie tackles small business tech solutions.
London fintech delegation reveals deeper Australia-UK tech links
2 July 2018 by James Eyers, Australian Financial Review
Ten Australian fintech start-ups are in London this week on a trade delegation arranged by the Australian British Chamber of Commerce, a sign of deepening ties between the two nation's technology scenes.
Dover founder Terry McMaster will never work in financial services again
29 June 2018 by Alice Uribe, Australian Financial Review
The founder of Dover Financial Advice group has vowed to never work in the financial services industry again, as the corporate watchdog accepts a court enforceable undertaking from the shuttered company.
Beware 'micro self-licensed' financial planning businesses
24 June 2018 by Alice Uribe, Australian Financial Review
More than 500 "micro self-licensed" financial planning practices established in the past three years could be most at risk of disciplinary action from an emboldened corporate watchdog, along with fast-growing financial planning businesses ...
The reinvention of financial advice
25 June 2018 by InvestSMART
Within a few years from now, the number of licensed practitioners in the financial advice area is likely to be half of the current total. So, if you’re a planner, maybe it’s time to start planning a career change?
Euro News: How a powerful inquiry upended one of Australia's grandest companies
22 June 2018 by By Jonathan Barrett and Paulina Duran, Euro News
Some investors say two crucial elements to AMP’s success – its good name and model of licencing external advisers to distribute products – have been devastated.
Reuters: How a powerful inquiry upended one of Australia's grandest companies
22 June 2018 by Jonathan Barrett & Paulina Duran, Reuters
Some investors say two crucial elements to AMP’s success - its good name and model of licensing external advisers to distribute products - have been devastated.
Who are Australia’s top 50 financial advisers?
15 June 2018 by James Kirby, The Australian
Australia’s Top 50 Financial Advisers list – and the industry it tracks – has changed dramatically in the past 12 months. A royal commission into banking, a blizzard of new tax rules, and a fundamental shift towards breaking away from larg...