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FINANCIAL PLANNING

INDUSTRY NEWS

Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....

INDUSTRY NEWS

Good news for financial advisers, the number of people turning to social media and finfluencers has decreased by almost a third in the past year, according to HSBC....

INDUSTRY NEWS

Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...

INDUSTRY NEWS

Data from Natixis IM has ranked Australia as third in the world for finances in retirement, but the nation’s overall ranking in the global retirement index has fallen by ...

INDUSTRY NEWS

The Federal Court has approved Commonwealth Bank’s $50 million settlement in the consumer credit insurance class action....

INDUSTRY NEWS

The corporate regulator has revealed the results of its August financial adviser exam, which has delivered the highest pass mark of the year so far. ...

INDUSTRY NEWS

According to Wealth Data, less than a quarter of all financial advisers on the ASIC FAR are women, with the accounting and super fund business models having the highest n...

INDUSTRY NEWS

Nominations and submissions have opened for the 2023 ifa Excellence Awards to be held in Sydney on 6 December....

INDUSTRY NEWS

Less than half of advisers wrote a life insurance policy in the first half of the year, according to Adviser Ratings, while Deloitte has identified a group of underinsure...

INDUSTRY NEWS

Financial advice firms Priority Advisory Group and Wise Planners are to merge to create a multi-disciplinary professional services firm in Sydney....

INDUSTRY NEWS

New data from the Australian Bureau of Statistics has revealed which states are seeing growth in their retiree populations and becoming the go-to destination for older Au...

INDUSTRY NEWS

hmh Advisory has announced the launch of its new online wealth management solution, offering four diversified portfolios across a range of risk and return profiles in par...

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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’...

20 hours 18 minutes ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 4 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

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

3 weeks 6 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. ...

3 days 14 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 5 days ago