FINANCIAL PLANNING

INDUSTRY NEWS

Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own...

INDUSTRY NEWS

Vital Business Partner has launched a new coaching solution to assist financial advisers and business owners looking to grow their practices and drive efficiencies. ...

INDUSTRY NEWS

ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions....

INDUSTRY NEWS

The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...

INDUSTRY NEWS

The popularity of ETFs, which are approaching $200 billion in Australia, is a potential threat to the advice landscape if consumers opt to invest directly, according to t...

INDUSTRY NEWS

A former AMP financial adviser has urged advisers in the BOLR class action against AMP to object to the “unfair and unreasonable” $100 million settlement sum as the objec...

INDUSTRY NEWS

Two Victoria-based financial advice practices have merged and rebranded as Forbes Fava Saville Financial Planning, as the firm realises the benefits of added scale. ...

INDUSTRY NEWS

The Financial Services and Credit Panel has made its latest ruling over a case involving an incorrect Statement of Advice. ...

INDUSTRY NEWS

With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the fir...

INDUSTRY NEWS

The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?...

INDUSTRY NEWS

There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, acc...

INDUSTRY NEWS

An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars....

 
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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

3 days ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

4 days ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

4 days ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 4 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

4 days 8 hours ago