FINANCIAL PLANNING

INDUSTRY NEWS

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...

INDUSTRY NEWS

Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based weal...

INDUSTRY NEWS

Ahead of a public hearing this week, the government has commenced a consultation on draft regulations to support the implementation of the first tranche of Quality of Adv...

INDUSTRY NEWS

Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director....

INDUSTRY NEWS

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...

INDUSTRY NEWS

The Compensation Scheme of Last Resort has made its first payouts to victims since launching in April, with three claimants having been the victims of poor financial advi...

INDUSTRY NEWS

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....

INDUSTRY NEWS

Count has appointed Leah Hitchings in a newly created role of group head of brand and experience as the licensee looks to grow market share....

INDUSTRY NEWS

As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...

INDUSTRY NEWS

Shadow minister for financial services, Luke Howarth, has described his counterpart Stephen Jones as being “asleep at the wheel” when it comes to financial advice....

INDUSTRY NEWS

Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....

INDUSTRY NEWS

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

 
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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

3 days ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

4 days ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

4 days ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 4 days ago

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

3 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

4 days 8 hours ago