FINANCIAL PLANNING

INDUSTRY NEWS

Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

INDUSTRY NEWS

With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....

INDUSTRY NEWS

The Federal Court of Australia has pushed back a decision on the class action settlement for two weeks....

INDUSTRY NEWS

Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist....

INDUSTRY NEWS

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...

INDUSTRY NEWS

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....

INDUSTRY NEWS

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challen...

INDUSTRY NEWS

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...

INDUSTRY NEWS

Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate....

INDUSTRY NEWS

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....

INDUSTRY NEWS

One year since the FPA and AFA merged, Money Management speaks with FAAA chief executive Sarah Abood on what the combined organisation’s advocacy has accomplished....

INDUSTRY NEWS

As the first quarter of 2024 comes to a close, Money Management looks back on the corporate regulator’s bans and AFSL cancellations in the financial advice sector....

 

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

8 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

10 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 9 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago