FINANCIAL PLANNING

INDUSTRY NEWS

Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...

INDUSTRY NEWS

Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee network....

INDUSTRY NEWS

Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide a...

INDUSTRY NEWS

Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm....

INDUSTRY NEWS

Australian Unity has announced a successor for chief executive Rohan Mead, who will depart the firm after more than 20 years. ...

INDUSTRY NEWS

Bravura Solutions has appointed a group chief executive following the exit of Andrew Russell, but the successor will be based outside of Australia. ...

INDUSTRY NEWS

ASIC has clarified the outcome of whether it will “name and shame” AFSLs over their reportable situations and internal dispute regimes following feedback from industry st...

INDUSTRY NEWS

The Compensation Scheme of Last Resort has paid out 551 claims since operations began in April 2024, with $36.7 million to victims of Dixon Advisory and Superannuation Se...

INDUSTRY NEWS

Having reinstated the membership of United Global Capital, AFCA will also continue to accept complaints from Next Generation Advice beyond its original expiration. ...

INDUSTRY NEWS

Macquarie’s $321 million remediation package will provide welcome relief for investors after a “difficult and challenging” experience, according to the FAAA’s Phil Anders...

INDUSTRY NEWS

Research house SQM says the rise of separately managed accounts has seen large advice groups seek their own ratings....

INDUSTRY NEWS

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

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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’...

3 weeks 3 days ago

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

1 month 2 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...

1 month 3 weeks ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

1 day 16 hours ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

5 days 20 hours ago
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