FINANCIAL PLANNING

INDUSTRY NEWS

The Finance Sector Union has branded AMP’s confirmation that it will not use surveillance and monitoring on employees in their homes a “win” for the union....

INDUSTRY NEWS

While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maxi...

INDUSTRY NEWS

High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...

INDUSTRY NEWS

Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advis...

INDUSTRY NEWS

Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans, following a majority stake taken by insurance distribution group Envest....

INDUSTRY NEWS

Treasurer Jim Chalmers has handed down the federal budget for 2025–26 with a focus on retaining stability and certainty for the financial services sector....

INDUSTRY NEWS

With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...

INDUSTRY NEWS

The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts....

INDUSTRY NEWS

The Financial Advice Association Australia has said it is unwilling to support the latest Delivering Better Financial Outcomes reforms unless substantial changes are made...

INDUSTRY NEWS

National advice licensee Infocus has revealed a new integrated business model that seeks to partner with financial advisers and support scaleable growth in their practice...

INDUSTRY NEWS

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...

INDUSTRY NEWS

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas companies taking an active interest ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 days 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 2 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 5 days ago