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FINANCIAL PLANNING

INDUSTRY NEWS

Minister for financial services Stephen Jones believes super funds can be the source for boosting financial adviser numbers and hints at a new educational pathway for sup...

INDUSTRY NEWS

Financial advisers receive the second-highest expenditure in ASIC’s financial services and wealth division, according to documents, ahead of investment managers and super...

INDUSTRY NEWS

A new survey has found that less than a quarter of paraplanners hope to become a financial adviser, placing a hurdle in the way of boosting adviser numbers....

INDUSTRY NEWS

The Financy Women’s Index has shown the largest growth in the last two years, driven by improving female underemployment and more women studying in higher paying fields....

INDUSTRY NEWS

The diversified financial services group has entered a $2 million purchase agreement to acquire 100 per cent of a financial advice network owned by Insignia Financial....

INDUSTRY NEWS

While the Quality of Advice Review is expected to positively impact financial adviser numbers, Rainmaker’s new projections underline the continuous challenge they face to...

INDUSTRY NEWS

As the Australian Financial Complaints Authority reaches five years of operation, chief ombudsman David Locke has recognised the majority of financial firm members are n...

INDUSTRY NEWS

Morningstar has lowered its expectations for a rebound by AMP Bank as it feels the new digital bank is unlikely to improve the firm’s competitive standing....

INDUSTRY NEWS

Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....

INDUSTRY NEWS

Count has raised its offer to acquire 100 per cent of Diverger, with Diverger’s board “unanimously” recommending the deal is in its best interests....

INDUSTRY NEWS

Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....

INDUSTRY NEWS

E&P Financial Group has settled a class action related to Dixon Advisory for $16 million as Senator Andrew Bragg questions why the taxpayer should foot the bill for consu...

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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 6 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 6 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....

2 weeks 1 day 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...

4 weeks 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 5 days ago