FINANCIAL PLANNING

INDUSTRY NEWS

An aging profession and impending adviser exodus are fuelling a shift in the advice practice landscape, according to Adviser Ratings’ latest report, while internal restru...

INDUSTRY NEWS

The Financial Advice Association Australia and Financial Services Council have reiterated their calls for change to the CSLR after the latest levy estimate shows its reac...

INDUSTRY NEWS

AMP has appointed a former funds management chief to a newly-created role of director for platform growth and wealth distribution. ...

INDUSTRY NEWS

Centrepoint Alliance has detailed how the firm is pivoting beyond licensee services in a bid to diversify the business and reshape its earnings mix as its share price lag...

INDUSTRY NEWS

JANA Investment Advisers has enacted multiple internal promotions across its advisory, research and investment teams following a round of head appointments last month. ...

INDUSTRY NEWS

Adviser Ratings has revealed almost 400 advisers joined the FAR in the third quarter but, with just seven weeks to go until the education deadline, more than 1,000 could ...

INDUSTRY NEWS

Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team, who departs after 18 years. ...

INDUSTRY NEWS

Advisers are underestimating how much time they spend on non-advice work, creating inefficiencies within their practice which has a financial impact on their bottom line,...

INDUSTRY NEWS

Hudson Financial Planning has partnered with OpenInvest to launch an online investing solution designed to address Australia’s advice accessibility challenge. ...

INDUSTRY NEWS

While the number of advisers switching tends to tick up at the end of the year, Padua Wealth Data reveals which business model sees the most adviser loyalty....

INDUSTRY NEWS

Private credit, auditor misconduct and super trustees have been listed among ASIC’s priorities as the regulator unveils its top focus points for the coming year. ...

INDUSTRY NEWS

Melbourne-based investment manager Woodbridge Capital has appointed an origination director for south-east Queensland, strengthening its foothold in the region as part of...

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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 1 week ago

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

3 months 1 week 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 2 weeks 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....

2 weeks 2 days ago

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

4 weeks ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

2 weeks 2 days ago
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