FINANCIAL PLANNING

INDUSTRY NEWS

ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August....

INDUSTRY NEWS

Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney....

INDUSTRY NEWS

Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data....

INDUSTRY NEWS

Inappropriate advice relating to SMSFs has been identified as a pain point for the advice industry, with professionals claiming these vehicles can draw out “the worst of ...

INDUSTRY NEWS

Financial investment advisers have been singled out as a core skill in demand in Australia with the government aiming to attract more skilled migrants to the sector....

INDUSTRY NEWS

ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee too...

INDUSTRY NEWS

The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details...

INDUSTRY NEWS

Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...

INDUSTRY NEWS

AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback....

INDUSTRY NEWS

Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its cl...

INDUSTRY NEWS

ASIC has suspended the AFSL of a Sydney fund manager, which operates a managed investment scheme, over repeated failures to comply with licensee obligations....

INDUSTRY NEWS

Wealth Data has shared an updated ranking of the five largest Australian financial advice licensees, with just 59 advisers separating the firms in the lower half of the t...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 2 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 5 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 4 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 6 days ago