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FINANCIAL PLANNING

INDUSTRY NEWS

AMP’s platform has seen net cash flow increase 63 per cent in Q2, while its superannuation and investment division returned to positive cash flow for the first time since...

INDUSTRY NEWS

Centrepoint Alliance, the third-largest advice licensee, is forecasting to report a net revenue increase of 13 per cent for FY25, while adviser numbers have reached more ...

INDUSTRY NEWS

Investment information firm Equity Story has completed its acquisition of South Australian financial advisory and stockbroker Baker Young, propelling the firm’s full-serv...

INDUSTRY NEWS

The prospect of a takeover of Insignia Financial still remains up in the air as remaining bidder CC Capital bides its time on making a final offer....

INDUSTRY NEWS

Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...

INDUSTRY NEWS

The government has opened a consultation on sustainable investment product labelling by fund managers to help advisers make informed decisions on investing responsibly....

INDUSTRY NEWS

Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...

INDUSTRY NEWS

With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irrev...

INDUSTRY NEWS

ASIC has issued infringement notices to two AFSLs over financial advisers providing personal advice while they were unregistered....

INDUSTRY NEWS

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

INDUSTRY NEWS

AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry....

INDUSTRY NEWS

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 19 hours ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago