FINANCIAL PLANNING

INDUSTRY NEWS

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....

INDUSTRY NEWS

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...

INDUSTRY NEWS

Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across al...

INDUSTRY NEWS

A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....

INDUSTRY NEWS

Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024....

INDUSTRY NEWS

Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry. ...

INDUSTRY NEWS

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....

INDUSTRY NEWS

The FAAA’s Phil Anderson has written an open letter calling for a public inquiry to uncover why the case of Dixon Advisory has been so closely guarded given the high volu...

INDUSTRY NEWS

Sequoia Financial Group has confirmed chief executive Garry Crole will remain at the firm until June 2026 but will work on a succession plan for his replacement....

INDUSTRY NEWS

The investment platform has released a suite of improvements for its users, designed to enhance adviser efficiency and optimise client engagement....

INDUSTRY NEWS

Proactive compliance risk management has become both a “regulatory necessity” and a “cornerstone of ethical excellence” for financial advice licensees, this compliance pr...

INDUSTRY NEWS

Wealth Data founder Colin Williams believes legislative changes mean there is ‘no excuse’ for further financial adviser declines as the number of new entrants struggle to...

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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 ago

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

2 months 4 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...

3 months 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....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 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....

3 weeks ago
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