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FINANCIAL PLANNING

INDUSTRY NEWS

While fewer than one in five Australians consult financial advisers, the vast majority wish they could do more to feel in control of their personal finances, two new repo...

INDUSTRY NEWS

Wealth Data’s Colin Williams and the Financial Services Council’s CEO Blake Briggs are among industry commentators who have shared their insights into the impact of the H...

INDUSTRY NEWS

Five years since the Hayne royal commission was released to the public in February 2019, Money Management speaks to five advisers who reflect on how the advice industry h...

INDUSTRY NEWS

On the five-year anniversary of the Hayne royal commission, FAAA chief executive Sarah Abood believes it will be a “tragedy” if the industry reverts back and shares her v...

INDUSTRY NEWS

Sequoia has made its latest acquisition of a national paraplanning service as it seeks to expand its offering for advisers....

INDUSTRY NEWS

Providing inappropriate advice and receiving soft benefits from a telemarketing operation about superannuation switching are among breaches that have led to the Financial...

INDUSTRY NEWS

Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen last week. ...

INDUSTRY NEWS

Adviser Ratings has revealed that over 60 per cent of financial advice practices are enjoying profit margins above 20 per cent, heralding a new era of salary growth, stab...

INDUSTRY NEWS

ASIC kicked off the year with its first licence cancellation and a contempt of court application as it states it is seeking to send a “clear compliance and deterrence mes...

INDUSTRY NEWS

The financial advisory business has made its first acquisition of the year, with one of its Victorian subsidiary firms purchasing an accounting practice. ...

INDUSTRY NEWS

As competition heats up between advice firms and accountancies to attract top graduates, Money Management compares the potential salaries of both professions and how they...

INDUSTRY NEWS

In its pre-budget submission, the FAAA has expressed its concern over the “extremely disheartening” costs of the Compensation Scheme of Last Resort potentially being pass...

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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 4 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 4 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 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...

3 weeks 5 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 3 days ago