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FINANCIAL PLANNING

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 ...

INDUSTRY NEWS

Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride ...

INDUSTRY NEWS

AMP’s advice platform has announced three additions to its managed account menu with the new funds aimed to help advisers with clients’ income protection and fixed income...

INDUSTRY NEWS

Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer....

INDUSTRY NEWS

Submissions and nominations are now open for the Australian AI Awards 2025 – submit now to be recognised for excellence. ...

INDUSTRY NEWS

While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in de...

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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 1 day 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

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

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago