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FINANCIAL PLANNING

INDUSTRY NEWS

As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe than 2024 due to increasin...

INDUSTRY NEWS

Employers should not panic if remuneration budgets are too stretched to offer salary bumps, according to two recruiters, as staff say they are also attracted to a greater...

INDUSTRY NEWS

AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...

INDUSTRY NEWS

ASIC has flagged the 2022 case of RI Advice as an example of the need for cybersecurity measures within a financial services firm as chair Joe Longo warns a cyber attack ...

INDUSTRY NEWS

Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...

INDUSTRY NEWS

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

INDUSTRY NEWS

ASIC has issued information for AFS licensees clarifying what they need to do if their adviser wishes to access the experience pathway....

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...

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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...

2 days 9 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 2 days ago

So we are now underwriting criminal scams?...

6 months 1 week ago

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

4 days 5 hours ago

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

3 weeks 4 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 3 days ago