FINANCIAL PLANNING

INDUSTRY NEWS

Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final dec...

INDUSTRY NEWS

Private market secondaries manager Coller Capital has unveiled a new education platform to improve advisers’ and investors’ understanding of secondaries....

INDUSTRY NEWS

Investors in Australia have among the highest return expectations in the world, according to Natixis Investment Managers, targeting double-digit growth above inflation fr...

INDUSTRY NEWS

In the run-up to heavy losses expected at the end of the financial year, June has already reported consecutive weeks of adviser losses....

INDUSTRY NEWS

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

INDUSTRY NEWS

ASIC has sent warning notices to social media finfluencers who it suspects are providing unlicensed financial advice to Australians as part of a global crackdown by inter...

INDUSTRY NEWS

Financial advisers may be encouraged to work with multiple generations amid the intergenerational wealth transfer, but the FAAA has warned it can cause behavioural confli...

INDUSTRY NEWS

Netwealth has added a series of multi-asset separately managed accounts from Activam to its platform. ...

INDUSTRY NEWS

Franklin Templeton has shared four rules for financial advisers when it comes to including alternative investments in client portfolios. ...

INDUSTRY NEWS

The former chief executive of failed stockbroker BBY has been charged in relation to the alleged dishonest conduct of the firm....

INDUSTRY NEWS

Advisers may think they are being compliant with the regulation but for their clients, it is often communication that can cause the biggest headache in their adviser rela...

INDUSTRY NEWS

Trading platform AUSIEX has shared the most bought individual ASX share by advised investors in May as well as by advised self-managed superannuation funds....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago