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FINANCIAL PLANNING

INDUSTRY NEWS

Wealth Data has recorded a “very encouraging” 18 advisers joining the financial advice industry this week, with over three-quarters joining as new entrants....

INDUSTRY NEWS

A director at the Financial Advice Association Australia and a former superannuation chief executive are among recipients of this year’s Australia Day honours. ...

INDUSTRY NEWS

A former Melbourne wealth director could face imprisonment after allegedly running five companies despite being ordered by the Federal Court to not carry on a financial s...

INDUSTRY NEWS

Over 200 advisers left Insignia in the three months to 31 December with the largest decline seen in the self-employed division, while its new advice operating model is ex...

INDUSTRY NEWS

There needs to be a “mindset change” around breach reporting by licensees and advisers as, rather than be pleased, ASIC will more likely be suspicious if a firm has no br...

INDUSTRY NEWS

The Financial Advice Association Australia has thrown its support behind the use of Digital ID in the financial advice profession to replace challenging and time-consumin...

INDUSTRY NEWS

JANA has been chosen as the investment adviser for a national financial advice firm, its second appointment this month. ...

INDUSTRY NEWS

Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers....

INDUSTRY NEWS

The corporate regulator has confirmed it will incorporate legislative amendments to the financial adviser exam, with March’s exam set to reflect the changes....

INDUSTRY NEWS

With more than one in three consumers unable to identify a single benefit of financial advice, the industry has been urged to better articulate the positive impact of see...

INDUSTRY NEWS

Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...

INDUSTRY NEWS

ASIC has cancelled the AFSL of a Sydney-based financial advice firm, its first licence cancellation of the new year. ...

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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