FINANCIAL PLANNING

INDUSTRY NEWS

Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....

INDUSTRY NEWS

Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial....

INDUSTRY NEWS

Former federal MP Julia Banks insists that all women can use their personal power to advocate for a more inclusive workplace and support other women....

INDUSTRY NEWS

With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...

INDUSTRY NEWS

As the number of new entrants to the industry passes 100 for FY25, ASIC reports that firms are finding it a positive experience and has highlighted three areas to improve...

INDUSTRY NEWS

More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licen...

INDUSTRY NEWS

Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....

INDUSTRY NEWS

The Principals’ Community has enhanced its value proposition by partnering with SuperConcepts, enabling its self-licensed advice practices to utilise the SMSF software....

INDUSTRY NEWS

AMP chief executive Alexis George has detailed to Money Management how its exit from advice will change the industry, allow greater scale for advisers and a new role for ...

INDUSTRY NEWS

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....

INDUSTRY NEWS

Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...

INDUSTRY NEWS

With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...

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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 ago

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

2 months 4 weeks 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 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....

1 week 1 day ago

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

3 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....

2 weeks 6 days ago
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