FINANCIAL PLANNING

INDUSTRY NEWS

Commentators have discussed how value for money is becoming more critical than ever as licensee fees rise and failure by an AFSL to provide this is driving them to self-l...

INDUSTRY NEWS

The final terms of reference for the Dixon Advisory inquiry have been released by the Senate economics references committee, and advisers have just over five weeks to mak...

INDUSTRY NEWS

Financial advisers are in the running to win one of the coveted Women in Finance Awards 2024....

INDUSTRY NEWS

The rising costs of operating a financial advice practice has been ranked as the number one challenge for advisers today, outpacing administrative and compliance burdens....

INDUSTRY NEWS

A former AMP adviser told the Federal Court how they are scared to turn off their phone after a fellow adviser attempted suicide as Justice McElwaine said the 92 objectio...

INDUSTRY NEWS

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....

INDUSTRY NEWS

While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills o...

INDUSTRY NEWS

Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022....

INDUSTRY NEWS

Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....

INDUSTRY NEWS

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....

INDUSTRY NEWS

With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool fo...

INDUSTRY NEWS

As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AF...

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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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