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FINANCIAL PLANNING

INDUSTRY NEWS

Sequoia Financial Group has received a defence and counterclaim from Tim McGowen regarding the acquisition of Informed Investor....

INDUSTRY NEWS

The head of Mayfair 101, James Mawhinney, has been charged with four counts of engaging in dishonest conduct....

INDUSTRY NEWS

Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...

INDUSTRY NEWS

The Joint Associations Working Group has issued a statement urging the government to fix the Quality of Advice Review legislation to prevent an “unworkable” path forward....

INDUSTRY NEWS

Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

INDUSTRY NEWS

With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....

INDUSTRY NEWS

The Federal Court of Australia has pushed back a decision on the class action settlement for two weeks....

INDUSTRY NEWS

Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist....

INDUSTRY NEWS

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...

INDUSTRY NEWS

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....

INDUSTRY NEWS

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challen...

INDUSTRY NEWS

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...

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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...

4 days 22 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 4 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

6 days 16 hours ago

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

3 weeks 6 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 5 days ago