FINANCIAL PLANNING

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...

INDUSTRY NEWS

New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...

INDUSTRY NEWS

An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....

INDUSTRY NEWS

Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....

INDUSTRY NEWS

The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to v...

INDUSTRY NEWS

The central bank has announced its latest rate decision amid signs of improving inflation in Australia and rumbles of slowing global growth. ...

INDUSTRY NEWS

Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....

INDUSTRY NEWS

Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...

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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...

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....

1 week 2 days ago

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

3 weeks 2 days 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 ago
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