FINANCIAL PLANNING

INDUSTRY NEWS

With the adviser education pathway deadline less than three months away, Padua Wealth Data is predicting a “very unstable last quarter” after three months of solid net gr...

INDUSTRY NEWS

ASIC has banned the former CEO of Lighthouse Partners from providing financial services for 10 years after failing to report fees-for-no-service conduct, the second indiv...

INDUSTRY NEWS

The corporate regulator enacted a 50 per cent increase in the number of investigations and a 20 per cent increase in civil enforcement proceedings....

INDUSTRY NEWS

Wealth management platform Netwealth has reported record quarterly net flows to managed accounts and is set to launch Netwealth Private for select advice groups this quar...

INDUSTRY NEWS

Advice licensee Fiducian is in the process of acquiring around $94 million of assets via tuck-in acquisitions, having indicated it was holding $34 million in cash on its ...

INDUSTRY NEWS

Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. ...

INDUSTRY NEWS

Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets....

INDUSTRY NEWS

J.P. Morgan Asset Management has announced the launch of four low-cost ETFs in partnership with Vanguard Australia, enhancing advisers’ access to affordable, strategicall...

INDUSTRY NEWS

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

INDUSTRY NEWS

A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee problems flagged by APRA....

INDUSTRY NEWS

With platforms reporting frequent adviser requests for alternative assets, especially for high-net-worth clients, two platforms have shared the complexities of hosting th...

INDUSTRY NEWS

AWAG has made a 20 per cent strategic investment in First Mutual Australia as it seeks to grow AWAG’s authorised representatives to 80–100 by the end of the financial yea...

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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’...

1 month ago

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

1 month 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...

2 months ago

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

1 week 2 days ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

16 hours 38 minutes ago

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

3 weeks 3 days ago
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