FINANCIAL PLANNING

INDUSTRY NEWS

Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm....

INDUSTRY NEWS

Australian Unity has announced a successor for chief executive Rohan Mead, who will depart the firm after more than 20 years. ...

INDUSTRY NEWS

Bravura Solutions has appointed a group chief executive following the exit of Andrew Russell, but the successor will be based outside of Australia. ...

INDUSTRY NEWS

ASIC has clarified the outcome of whether it will “name and shame” AFSLs over their reportable situations and internal dispute regimes following feedback from industry st...

INDUSTRY NEWS

The Compensation Scheme of Last Resort has paid out 551 claims since operations began in April 2024, with $36.7 million to victims of Dixon Advisory and Superannuation Se...

INDUSTRY NEWS

Having reinstated the membership of United Global Capital, AFCA will also continue to accept complaints from Next Generation Advice beyond its original expiration. ...

INDUSTRY NEWS

Macquarie’s $321 million remediation package will provide welcome relief for investors after a “difficult and challenging” experience, according to the FAAA’s Phil Anders...

INDUSTRY NEWS

Research house SQM says the rise of separately managed accounts has seen large advice groups seek their own ratings....

INDUSTRY NEWS

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

INDUSTRY NEWS

With new entrants now having seen 12 consecutive weeks of double-digit growth, Padua Wealth Data has broken down which business models are making the most new adviser app...

INDUSTRY NEWS

In an unexpected move, AFCA has reinstated the membership of United Global Capital until March 2026 to allow individuals to submit complaints, a decision its CEO says has...

INDUSTRY NEWS

Macquarie Investment Management is to fully remediate all of its superannuation fund members the entirety of what they had invested in the Shield Master Fund, totalling $...

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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 month ago

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

1 month 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

1 week 2 days ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

17 hours 36 minutes ago

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

3 weeks 3 days ago
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