FINANCIAL PLANNING

INDUSTRY NEWS

AMP has cut its executive remuneration following shareholder pushback which sees chief executive Alexis George’s maximum-possible remuneration reduced by almost $1 millio...

INDUSTRY NEWS

CoreData research has highlighted Australian financial advice practices are expanding beyond traditional financial advice and reinforcing the power of a professional netw...

INDUSTRY NEWS

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

INDUSTRY NEWS

South Australian financial advice firm Calder Wealth Management has announced a strategic partnership with a risk advice firm....

INDUSTRY NEWS

Australian pre-retirees are exhibiting heightened anxiety about their financial future and are seeking greater retirement certainty as a result, Challenger research has u...

INDUSTRY NEWS

Despite industry criticisms, Financial Services Minister Stephen Jones believes the Labor government has moved the financial advice reform dial forward “significantly” du...

INDUSTRY NEWS

The Australian Institute of Company Directors has shared which issues are keeping financial services directors up at night, and how they compare to the sentiment of direc...

INDUSTRY NEWS

ASIC is seeking to publish firm-level data on the reportable situations and internal dispute resolution regime, in hopes that advice licensees will “lift their game”....

INDUSTRY NEWS

The Federal Court has appointed liquidators to wind up Falcon Capital and the First Guardian Master Fund, following an ASIC application....

INDUSTRY NEWS

Financial Services Minister, Stephen Jones, has assured the cost and time to enter the financial advice profession will soon be halved, as shadow treasurer Angus Taylor p...

INDUSTRY NEWS

The positive results of the latest financial adviser exam have helped the advice profession reach 15,600 yet again, according to Wealth Data analysis....

INDUSTRY NEWS

Financial advice firms have told Adviser Ratings they are planning to increase their compliance spend by almost a third, including on enhancements to their cyber security...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 17 hours ago