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FINANCIAL PLANNING

INDUSTRY NEWS

There have now been four consecutive weeks of double-digit rises in the number of new entrants joining the financial advice industry, according to Wealth Data. ...

INDUSTRY NEWS

The conviction rate for cases referred by ASIC to the Commonwealth Director of Public Prosecutions has fallen to half compared to 100 per cent in the year prior....

INDUSTRY NEWS

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

INDUSTRY NEWS

The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...

INDUSTRY NEWS

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...

INDUSTRY NEWS

Financial investment advisers have been identified as a job experiencing a national skills shortage while a Treasury report has found migrant advisers are among the least...

INDUSTRY NEWS

Financial Services Council chief executive, Blake Briggs, has shed a light on the need for industry body consolidation and how meaningful engagement between groups has br...

INDUSTRY NEWS

Linking with grassroots groups and ensuring First Nations people take the lead are key to servicing Indigenous clients, according to an Indigenous finance coach....

INDUSTRY NEWS

Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...

INDUSTRY NEWS

Justice Mark Moshinsky has ruled a timeline for mediation between AMP Financial Planning and Equity Financial Planners to begin, and a former planner has called for the f...

INDUSTRY NEWS

Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....

INDUSTRY NEWS

Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...

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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...

2 weeks 1 day ago

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

3 weeks 1 day 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 2 days 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 1 day 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 6 days ago