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Financial planning

This week has marked only the second week of overall net losses since the start of the financial year, with M&A among the factors driving gains for licensees....

Financial planning

The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains. ...

Financial planning

Advice licensees are opening faster than they are closing, and licensee owners with less than 20 advisers have grown by over 200 since the start of the year, new figures ...

Financial planning

The Financial Adviser Standards and Ethics Authority’s business plan has revealed the financial adviser exam will cost millions and be the authority’s single biggest expe...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 18 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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