FINANCIAL PLANNING

INDUSTRY NEWS

The FAAA has written to over 2,000 affected members to warn them of the upcoming education deadline with the organisation warning the numbers yet to meet the requirements...

INDUSTRY NEWS

HUB24 has taken an equity stake in Finura Group’s digital arm to accelerate the development of its SaaS platform, triggering the separation of Finura’s advisory business....

INDUSTRY NEWS

Coastal Advice Group has announced a rebrand to mark the next phase of the firm as it pushes to hit a target of 15 acquisitions in FY25-26, expanding its national reach a...

INDUSTRY NEWS

Despite the advent of new advice technologies which promise to streamline the adviser-client relationship, research by Praemium and CoreData has found the trust and human...

INDUSTRY NEWS

The FAAA is set to launch an initiative next week to boost adviser numbers, offering support for Professional Year candidates and their supervisors. ...

INDUSTRY NEWS

Advice licensee Centrepoint Alliance could be more open to a proportional takeover bid after shareholders rejected a special resolution around takeover provisions. ...

INDUSTRY NEWS

Global private markets firm Partners Group has appointed a client solutions manager to strengthen its service offering across Australia’s southern states. ...

INDUSTRY NEWS

An aging profession and impending adviser exodus are fuelling a shift in the advice practice landscape, according to Adviser Ratings’ latest report, while internal restru...

INDUSTRY NEWS

The Financial Advice Association Australia and Financial Services Council have reiterated their calls for change to the CSLR after the latest levy estimate shows its reac...

INDUSTRY NEWS

AMP has appointed a former funds management chief to a newly-created role of director for platform growth and wealth distribution. ...

INDUSTRY NEWS

Centrepoint Alliance has detailed how the firm is pivoting beyond licensee services in a bid to diversify the business and reshape its earnings mix as its share price lag...

INDUSTRY NEWS

JANA Investment Advisers has enacted multiple internal promotions across its advisory, research and investment teams following a round of head appointments last month. ...

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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 1 week 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....

2 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....

4 weeks ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

2 weeks 2 days ago
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