FINANCIAL PLANNING

INDUSTRY NEWS

While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of t...

INDUSTRY NEWS

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler document...

INDUSTRY NEWS

Three major changes have been announced in the latest Delivering Better Financial Outcomes reforms regarding how advisers provide and document advice to their clients....

INDUSTRY NEWS

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advi...

INDUSTRY NEWS

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia....

INDUSTRY NEWS

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...

INDUSTRY NEWS

A Victorian financial adviser at Financiallink Group, Pamela Anderson, has seen her two-year ban from providing financial services for two years affirmed by the AAT....

INDUSTRY NEWS

The FAAA is concerned about consumers without the necessary knowledge to invest in managed investment schemes being classified as wholesale investors, as the number of pe...

INDUSTRY NEWS

Two actuaries have urged for an overhaul of the current retirement framework to better prepare Australians for the future and improve the accessibility of general financi...

INDUSTRY NEWS

Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...

INDUSTRY NEWS

The Perth-based wealth management firm is seeking to expand into eastern states next year as well as strengthen its presence in its home state of Western Australia....

INDUSTRY NEWS

A consultant has painted a worrying picture of practice principals and advice directors in mid-tier firms facing burnout as they wear too many hats when running a growing...

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Duke Nukem

I can already see the ad campaigns from the institutions. Why pay for a financial adviser when you can use one of our qu...

5 minutes 26 seconds ago
baffled

15,000 residual Advisers left paying for the sins of "MoneywithMaddie" on Insta. Given the Billion dollars lost to inve...

5 days 22 hours ago
Sam Jay

Might as well just look at reintroducing trail commissions for advice again. When looking at mortgage broking retainin...

1 week 3 days ago

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

5 months 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. ...

4 months 2 weeks ago

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

5 months ago