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FINANCIAL PLANNING

INDUSTRY NEWS

A Perth adviser who stole over $1 million from his clients has received a jail sentence in Perth District Court today, with the judge reprimanding his lack of remorse for...

INDUSTRY NEWS

Count has made a significant acquisition of a wealth and financial planning licensee in a deal that will create a combined business with funds under administration and ma...

INDUSTRY NEWS

Insignia is fast becoming the licensee to feel the biggest brunt of adviser departures, losing 24 this week and over 100 in the past calendar year, which is three times t...

INDUSTRY NEWS

Kaplan has unveiled new specialisations and elective subjects as advisers seek increasingly technical content to improve their practice....

INDUSTRY NEWS

ASIC has shared how many Australian financial services licences were granted and rejected by the corporate regulator in the 2022-2023 financial year....

INDUSTRY NEWS

Dispelling the notion that advice is for older Australians, new research has found Australians under 40 are more open to receiving advice than their older counterparts, t...

INDUSTRY NEWS

Praemium chief strategy officer Denis Orrock has shared with Money Management how advisers can work with high-net-worth investors as a new report finds 45,000 people have...

INDUSTRY NEWS

With just days until the previous scheduled date of 1 October, ASIC has once again delayed the date that relevant providers must be registered....

INDUSTRY NEWS

The law “should not continue to assume that financial advice is being given by a person”, according to Michelle Levy, as she hints that advice from superannuation funds c...

INDUSTRY NEWS

The value of advice is hitting home at retirement, according to AMP research, which reveals 75 per cent of older Australians find the retirement system too complex. ...

INDUSTRY NEWS

Just 11 per cent of financial advice firms have trialled the use of artificial intelligence in their businesses, but half say they are ‘AI interested’, according to Netwe...

INDUSTRY NEWS

Risk Hub has partnered with Loyalty Financial Group on a pilot project to address the unmet advice needs in life insurance. ...

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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...

3 weeks 3 days 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 ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 5 days ago

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

2 days 19 hours 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...

1 week 4 days ago