FINANCIAL PLANNING

INDUSTRY NEWS

Advice licensee Finchley & Kent has announced a strategic partnership with technology firm Padua Solutions as licensees are encouraged to broaden their tech usage....

INDUSTRY NEWS

Private equity players’ rising interest in Australian financial services is driving an uptick in job vacancies as acquirers bring on new staff, leaving sellers to questio...

INDUSTRY NEWS

ASIC has cancelled the AFSL of global advisory group Brite Advisors after compensation was paid to an individual by the Compensation Scheme of Last Resort....

INDUSTRY NEWS

Having taken some “quite tough medicine” during its 18-month transformation program, Iress is now doubling down on organic growth in the delivery of its wealth technologi...

INDUSTRY NEWS

The RIAA Conference Australia 2025 will take place later this month, featuring a range of sessions designed for financial advisers....

INDUSTRY NEWS

The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five....

INDUSTRY NEWS

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

INDUSTRY NEWS

The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions. ...

INDUSTRY NEWS

With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future....

INDUSTRY NEWS

Count Gold Coast, an equity partner of Count, has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its fin...

INDUSTRY NEWS

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment...

INDUSTRY NEWS

Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public an...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago