FINANCIAL PLANNING

INDUSTRY NEWS

Two law firms have highlighted licensees’ responsibility to ensure they have sufficient cyber security measures in light of the enforcement action against Fortnum Private...

INDUSTRY NEWS

A former director has pleaded guilty to providing financial product advice without holding an AFSL which saw almost $2 million transferred to him....

INDUSTRY NEWS

Commonwealth Private Limited, a subsidiary of Commonwealth Bank of Australia, has launched a wholesale offering with the help of JPMAM....

INDUSTRY NEWS

Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery ...

INDUSTRY NEWS

Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors. ...

INDUSTRY NEWS

While Australia prepares for the $3.5 trillion intergenerational wealth transfer, two female advisers have discussed why women may be detracted from seeking advice and th...

INDUSTRY NEWS

ETF provider Betashares has launched a global bond ETF as investors pour billions into cash and fixed income ETFs....

INDUSTRY NEWS

Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product...

INDUSTRY NEWS

Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A and how to ensure a successful fit. ...

INDUSTRY NEWS

With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie ...

INDUSTRY NEWS

The Treasury has launched a consultation into how the $47 million special levy for the Compensation Scheme of Last Resort will be funded....

INDUSTRY NEWS

With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?...

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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 months ago

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

2 months 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...

3 months ago

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

4 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 days 23 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 3 days ago
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