FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....

INDUSTRY NEWS

The Responsible Investment Association Australasia has announced an upcoming adviser-focused course to launch next month about ESG integration in advice firms....

INDUSTRY NEWS

ASIC has obtained interim orders from the Federal Court to freeze the assets of a Melbourne advice licensee in order to protect investor funds amid an ongoing investigati...

INDUSTRY NEWS

With the indicative ASIC levy expected soon, the FAAA has queried whether the cost of action against Dixon Advisory will impact the 2023–24 figures. ...

INDUSTRY NEWS

Ahead of the upcoming ASIC inquiry report, Senator Andrew Bragg has criticised the regulator and Labor government for the impact of rising levies on financial advice prac...

INDUSTRY NEWS

ASIC has reminded AFSLs they have just three business days until obligations come into force to notify ASIC of an adviser accessing the experience pathway within 30 days,...

INDUSTRY NEWS

Data from Adviser Ratings’ upcoming Advice Landscape Report has painted a picture of the average advice practice in 2024, including the profit margins and revenue of top-...

INDUSTRY NEWS

AFSLs need to be prepared for enhanced compliance requirements as new privacy rules will necessitate a thorough look at reviews and processes, especially under the threat...

INDUSTRY NEWS

A group of licensees have put together a petition calling on the government to fix major issues around the CSLR levy and Delivering Better Financial Outcomes legislation....

INDUSTRY NEWS

ASX-listed Prime Financial Group has made two senior appointments of an independent non-executive director and a chief growth officer....

INDUSTRY NEWS

Allianz Retire+ has highlighted why financial advisers should become specialists in guaranteed lifetime income solutions, as well as attracting new clients and strengthen...

INDUSTRY NEWS

As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to ad...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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...

3 months 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 1 week 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 3 days ago

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

3 weeks 3 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 1 day ago
moneymanagement logo