FINANCIAL PLANNING

INDUSTRY NEWS

Private wealth manager Escala Partners has shared the difficult conversations that advisers need to have with their clients as strong sharemarkets prompt a portfolio reba...

INDUSTRY NEWS

As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...

INDUSTRY NEWS

AMP has made an internal promotion to head of business development for wealth distribution, as chief executive Alexis George has said the firm is doubling down on its BDM...

INDUSTRY NEWS

A Supreme Court of Western Australia jury has issued its verdict regarding unregistered MIS operator Chris Marco, who was on trial for 43 fraud charges, with ASIC stating...

INDUSTRY NEWS

Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...

INDUSTRY NEWS

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

INDUSTRY NEWS

Financial advice technology provider Padua Solutions has entered into a strategic investment and partnership to build an integration between advisers and mortgage brokers...

INDUSTRY NEWS

Financial advice practices may be hiring younger or professional year advisers as a succession option, but they may find they are unable to put up the capital if the advi...

INDUSTRY NEWS

Having completed its acquisition of fixed income provider FIIG, AUSIEX believes more can be done to increase direct investment of the assets and can envisage them being m...

INDUSTRY NEWS

Any changes to product labelling for sustainable funds must be applied consistently across investor channels, including those used by financial advisers, according to RIA...

INDUSTRY NEWS

After eight consecutive weeks of adviser gains, the latest Padua Wealth Data analysis revealed adviser numbers have dropped as the profession begins to stagnate....

INDUSTRY NEWS

Financial services firm Iress has appointed Andrew Russell as group chief executive and managing director, taking over from Marcus Price....

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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 4 weeks ago

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

2 months 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...

3 months ago

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

4 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....

3 days ago

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

2 weeks 2 days ago
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