FINANCIAL PLANNING

INDUSTRY NEWS

AMP North has added three new managers to its range of managed accounts for financial advisers and also extended its existing partnership with Betashares....

INDUSTRY NEWS

Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....

INDUSTRY NEWS

Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the l...

INDUSTRY NEWS

With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....

INDUSTRY NEWS

ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his cli...

INDUSTRY NEWS

Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...

INDUSTRY NEWS

With ASIC suing FIIG Securities for alleged failures in its cyber security measures earlier this month, two firms have urged AFSLs to stay vigilant against ongoing cyber ...

INDUSTRY NEWS

Minister for Financial Services, Stephen Jones, has said it is not a “backdoor attempt” by the government to allow the new class of adviser to provide full advice....

INDUSTRY NEWS

The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, according to Wealth Data....

INDUSTRY NEWS

Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData....

INDUSTRY NEWS

A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...

INDUSTRY NEWS

Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee....

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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...

2 weeks 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 3 days ago

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

4 days 9 hours ago