FINANCIAL PLANNING

INDUSTRY NEWS

Whether received via human or digital means, financial advice is reportedly leading to lower stress and more confidence, according to Vanguard....

INDUSTRY NEWS

The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June....

INDUSTRY NEWS

Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the b...

INDUSTRY NEWS

Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's fund...

INDUSTRY NEWS

High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....

INDUSTRY NEWS

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

INDUSTRY NEWS

AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position”...

INDUSTRY NEWS

A former Platinum investment specialist has joined Atrium, the multi-asset investment management arm of Fitzpatricks Financial Group....

INDUSTRY NEWS

Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year. ...

INDUSTRY NEWS

A former licensee director, who failed to report an adviser’s fee-for-no-service conduct, has been banned for three years by ASIC. ...

INDUSTRY NEWS

Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months....

INDUSTRY NEWS

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

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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’...

1 week 2 days ago

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

1 month 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 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 13 hours ago

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

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
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