FINANCIAL PLANNING

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. ...

INDUSTRY NEWS

Adviser Ratings has revealed almost 400 advisers joined the FAR in the third quarter but, with just seven weeks to go until the education deadline, more than 1,000 could ...

INDUSTRY NEWS

Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team, who departs after 18 years. ...

INDUSTRY NEWS

Advisers are underestimating how much time they spend on non-advice work, creating inefficiencies within their practice which has a financial impact on their bottom line,...

INDUSTRY NEWS

Hudson Financial Planning has partnered with OpenInvest to launch an online investing solution designed to address Australia’s advice accessibility challenge. ...

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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 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

4 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....

3 weeks 6 days ago
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