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FINANCIAL PLANNING

INDUSTRY NEWS

DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....

INDUSTRY NEWS

The proposed merger between Count and Diverger has received court approval to proceed on 1 March, with Count chief executive Hugh Humphrey welcoming reaching the “huge mi...

INDUSTRY NEWS

AMP chief executive Alexis George says 2023 saw advisers looking to join the business again after a difficult few years, as it takes the top spot as Australia’s largest l...

INDUSTRY NEWS

Robo-adviser offerings and platforms are a source of significant focus for wealth management firms, according to KPMG, as well as how technology can improve the value and...

INDUSTRY NEWS

Improving Australians’ financial literacy through advice is the best way to achieve greater demand for longevity risk products, according to the FAAA, rather than governm...

INDUSTRY NEWS

AMP has reported an underlying NPAT loss of $47 million in the full year 2023 for its advice division as it focuses on making advice a standalone business and announced a...

INDUSTRY NEWS

As concerns regarding cyber crime grow, a consultant has shared her doubts regarding whether self-licensed financial advice practices are prepared to mitigate the risks o...

INDUSTRY NEWS

The director was pulled up last year over providing unlicensed financial product advice....

INDUSTRY NEWS

ASIC has permanently banned a Perth financial adviser following his convictions of fraud....

INDUSTRY NEWS

Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...

INDUSTRY NEWS

ASIC has cancelled the Australian financial services licence of Sydney-based Brava Capital, which was charged last October for allegedly failing to lodge financial accoun...

INDUSTRY NEWS

Fiducian has reported a 23 per cent rise in net profit after tax in the last six months of 2023, but non fee-paying clients led to a fall in funds under advice....

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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...

1 week 3 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 3 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

1 week 5 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...

3 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 2 days ago