FINANCIAL PLANNING

INDUSTRY NEWS

Fitzpatricks Financial Group chief executive Andrew Fairweather has taken over responsibility for the group’s private wealth subsidiary as its general manager of advice t...

INDUSTRY NEWS

Sequoia Financial Group non-executive director Charles Sweeney has stepped down from the board of the licensee after six years....

INDUSTRY NEWS

A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an...

INDUSTRY NEWS

Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greate...

INDUSTRY NEWS

The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of ...

INDUSTRY NEWS

DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....

INDUSTRY NEWS

MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions....

INDUSTRY NEWS

One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...

INDUSTRY NEWS

Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...

INDUSTRY NEWS

ASIC has banned another two former financial advisers of MWL Financial Services of making inappropriate advice to clients regarding the Shield Master fund, following two ...

INDUSTRY NEWS

Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commis...

INDUSTRY NEWS

While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-...

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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

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....

4 days 9 hours ago

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

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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