FINANCIAL PLANNING

INDUSTRY NEWS

The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...

INDUSTRY NEWS

The popularity of ETFs, which are approaching $200 billion in Australia, is a potential threat to the advice landscape if consumers opt to invest directly, according to t...

INDUSTRY NEWS

A former AMP financial adviser has urged advisers in the BOLR class action against AMP to object to the “unfair and unreasonable” $100 million settlement sum as the objec...

INDUSTRY NEWS

Two Victoria-based financial advice practices have merged and rebranded as Forbes Fava Saville Financial Planning, as the firm realises the benefits of added scale. ...

INDUSTRY NEWS

The Financial Services and Credit Panel has made its latest ruling over a case involving an incorrect Statement of Advice. ...

INDUSTRY NEWS

With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the fir...

INDUSTRY NEWS

The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?...

INDUSTRY NEWS

There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, acc...

INDUSTRY NEWS

An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars....

INDUSTRY NEWS

Minister for Financial Services, Stephen Jones, has said he did not expect backlash to changes around advice fee deduction and believes the second tranche will have great...

INDUSTRY NEWS

Financial adviser numbers are “back in black” for the year to date, thanks to 50 new entrants joining the industry over the last four weeks....

INDUSTRY NEWS

An equity partner firm of Count has purchased a Brisbane-based accounting business for nearly $1 million, as Count drives forward its inorganic growth momentum....

 

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Rob

Hello, nice article. So, pave will be sold on the ASX?...

4 hours 42 minutes ago
JOHN GILLIES

GREAT EXAMPLE OF A GOVT DEPT SHIRKING IT'S RESPONSIBILITIES. THEY WERE GETTING A BIT TOO MUCH WORK.NONE OF THE REST OF U...

10 hours 42 minutes ago
JOHN GILLIES

I really don't know what makes these guy's tick to think they can get away with it, it's the height of stupidity! They c...

2 days 9 hours ago

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP. ...

4 weeks 1 day ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 1 day ago