FINANCIAL PLANNING

INDUSTRY NEWS

With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-...

INDUSTRY NEWS

An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result....

INDUSTRY NEWS

Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers. ...

INDUSTRY NEWS

Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....

INDUSTRY NEWS

The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...

INDUSTRY NEWS

With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...

INDUSTRY NEWS

A victim of NextGen Financial Group has received a payment from the CSLR after the company's liquidation but the total falls short of their $270k unpaid AFCA determinatio...

INDUSTRY NEWS

With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries....

INDUSTRY NEWS

ASIC will extend the relief and requirements regarding reportable situations regime for another five years until October 2029, following a public consultation....

INDUSTRY NEWS

The FAAA’s Phil Anderson has said the delisting of E&P Financial Group won’t stop the company coming under scrutiny in the public inquiry....

INDUSTRY NEWS

A judge has dismissed an appeal by former Linchpin Capital Group director Peter Daly against a $150,000 penalty for breaching his duties as a director....

INDUSTRY NEWS

E&P Financial Group, former parent of Dixon Advisory, has formally requested to delist from the ASX, with the company noting the negative impact of regulatory proceedings...

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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 1 day ago

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

3 weeks 1 day ago

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

2 weeks 6 days ago
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