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FINANCIAL PLANNING

INDUSTRY NEWS

The advice industry’s experience with the disbanded FASEA regime should be a harbinger for any possible review and funding of the Office of the Australian Information Com...

INDUSTRY NEWS

Advised Australians are twice as likely to be happy with their financial situations than unadvised consumers, according to Generation Life, but cost and trust are holding...

INDUSTRY NEWS

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

INDUSTRY NEWS

Over 300 finalists will compete for awards as ifa celebrates success at the ifa Excellence Awards, to be held on Thursday, 5 December....

INDUSTRY NEWS

With a quarter of AFSLs being held by single authorised representatives, is the rise of self-licensing and market fragmentation making it harder for ASIC to monitor the s...

INDUSTRY NEWS

Insignia Financial staff are to trial a four-day work week among multiple benefits agreed through a new enterprise agreement....

INDUSTRY NEWS

Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...

INDUSTRY NEWS

The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassfied as wholesale cinvestrs....

INDUSTRY NEWS

ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended....

INDUSTRY NEWS

Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry....

INDUSTRY NEWS

A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...

INDUSTRY NEWS

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 days 23 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 3 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

5 days 19 hours ago

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

3 weeks 5 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 4 days ago