FINANCIAL PLANNING

INDUSTRY NEWS

AFCA has told a parliamentary joint committee that it is insufficient for financial advisers to not thoroughly check whether a person qualifies as a wholesale investor gi...

INDUSTRY NEWS

Financial stress levels among working Australians has reached its highest point in a decade but few are taking their struggles to a financial adviser, AMP finds. ...

INDUSTRY NEWS

The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...

INDUSTRY NEWS

Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....

INDUSTRY NEWS

The Financial Advice Association Australia has explored how financial advisers can personalise their service offerings for Millennials, Generation X and Baby Boomers. ...

INDUSTRY NEWS

More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago....

INDUSTRY NEWS

The fallout from Dixon Advisory and effect on the professional indemnity insurance market could have been far worse, according to Numerisk’s Richard Silberman, if the pro...

INDUSTRY NEWS

After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice and what they learnt alo...

INDUSTRY NEWS

Stantins Financial Services, a Melbourne-based wealth management and consulting firm, has moved under AMP’s AFSL to help drive growth in the business....

INDUSTRY NEWS

The Financial Advice Association Australia has revealed a significant 94 per cent of advised clients trust their adviser to act in their best interests, marking an all-ti...

INDUSTRY NEWS

The AFSL of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of an ASIC i...

INDUSTRY NEWS

Less than a third of Australians feel prepared to make effective financial decisions, according to new MLC research, underscoring the peace of mind that advisers bring to...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

5 days 5 hours ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

2 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks ago