FINANCIAL PLANNING

INDUSTRY NEWS

Two commentators have shared why the inclusion of alternatives in a diversified portfolio shouldn’t be a simple switch with a traditional asset and will depend heavily on...

INDUSTRY NEWS

Morgans chief executive, John Clifford, has announced he will step down from the wealth management group after eight years leading the business. ...

INDUSTRY NEWS

Funds under administration on the BT Panorama platform have passed $120 billion in the last six months as it progresses its migration of Asgard into the platform....

INDUSTRY NEWS

The corporate regulator has officially launched its new digital portal for financial services businesses submitting AFSL applications, offering a more “efficient, modern ...

INDUSTRY NEWS

The advice community has reacted to the re-election of the Labor Party for a second term and called on the incoming Minister for Financial Services to take “decisive acti...

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. ...

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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 1 week 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

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...

2 weeks 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 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 13 hours ago