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FINANCIAL PLANNING

INDUSTRY NEWS

Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...

INDUSTRY NEWS

Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....

INDUSTRY NEWS

With an ambitious $100 million revenue target by 2030 on the horizon, Prime Financial has released its projected results for the 2024 financial year driven by organic gro...

INDUSTRY NEWS

Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...

INDUSTRY NEWS

AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year....

INDUSTRY NEWS

A recruitment report has uncovered the expected 2024 salaries for financial advisers and paraplanners, and which states are expecting to see pay rises for these roles....

INDUSTRY NEWS

A new artificial intelligence tool set to hit the market by the year’s end seeks to alleviate financial advisers’ main pain points, led by Raiz Invest founder, George Luc...

INDUSTRY NEWS

A former AMP authorised representative has been convicted in the District Court of Western Australia for three counts of dishonest conduct....

INDUSTRY NEWS

An AFCA determination may be binding, but there is an alternative way for financial advisers to progress if they disagree with an outcome. ...

INDUSTRY NEWS

A majority of financial advisers believe additional assistance is crucial when communicating geopolitical tensions to clients, an advisory firm has uncovered....

INDUSTRY NEWS

The Workplace Gender Equality Agency has found the gender pay gap has reached a record low after reporting its second-largest annual drop....

INDUSTRY NEWS

The Senate Economics Reference Committee has referred an inquiry into improving the Australian retirement system including insurance options, financial advice and product...

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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...

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

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So we are now underwriting criminal scams?...

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

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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...

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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 ...

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