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FINANCIAL PLANNING

INDUSTRY NEWS

Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers....

INDUSTRY NEWS

A suburb in Victoria has been crowned as the top suburb by opportunity for financial advisers, according to data from Adviser Ratings....

INDUSTRY NEWS

The appeals tribunal has granted a temporary stay order to a Queensland director who was banned by ASIC in March for failing to meet fit and proper person requirements. ...

INDUSTRY NEWS

New Vanguard analysis has uncovered that the majority of women are less optimistic about their financial decision-making than their male counterparts, especially relating...

INDUSTRY NEWS

With business revenue growing 17 per cent to $74.3 million, Praemium believes 2023 has seen key strategic decisions, such as divesting its international operations, pay o...

INDUSTRY NEWS

According to the former AFA submission to the Senate Economics Committee’s investigation into ASIC, there are “significant differences” in the treatment of misconduct in...

INDUSTRY NEWS

A Rockhampton-based advisory business specialising in insurance advice is the latest addition to Count’s national advice community. ...

INDUSTRY NEWS

The Federal Court has handed down a penalty to AMP to pay Equity Financial Planners and Wealthstone, two members of the class action....

INDUSTRY NEWS

Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he...

INDUSTRY NEWS

Members of the AMP BOLR class action will have to wait longer for information on any potential compensation after an update from the Federal Court....

INDUSTRY NEWS

There are ‘green shoots’ appearing in the financial adviser market, according to Centrepoint CEO John Shuttleworth, with the firm looking to grow its network via organic ...

INDUSTRY NEWS

Insight Investment Consultants has tapped a former Morningstar director to lead its new fund research ratings business along with hiring a senior investment consultant. ...

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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’...

2 days 7 hours ago

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

3 weeks 6 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....

4 weeks 1 day ago

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

5 days 1 hour 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 6 days ago