FINANCIAL PLANNING

INDUSTRY NEWS

ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...

INDUSTRY NEWS

Financial advisory firm Yarra Lane has launched a robotic process automation consulting service, in association with outsourcing specialist Vital Business Partners. ...

INDUSTRY NEWS

Morningstar behavioural scientist Ryan Murphy has shared the top annoyances held by clients towards their financial advisers and how it could impact their ongoing relatio...

INDUSTRY NEWS

Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding to latest DBFO legi...

INDUSTRY NEWS

Spending by the Compensation Scheme of Last Resort in FY25 is expected to be less than the $24 million it had previously estimated, the body has announced....

INDUSTRY NEWS

The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological di...

INDUSTRY NEWS

The industry body has expressed its strong opposition towards ASIC’s plans of publishing reportable situations data, describing it as a “completely inappropriate use of d...

INDUSTRY NEWS

In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fe...

INDUSTRY NEWS

Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...

INDUSTRY NEWS

An EY report has revealed Australians are more loyal to their advisers than the global average, highlighting relationship-building opportunities amid market changes....

INDUSTRY NEWS

Two advisers have received reprimands from the Financial Services and Credit Panel after falling short of their CPD requirements....

INDUSTRY NEWS

The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silve...

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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 week 2 days ago

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

1 month ago

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

1 month 1 week ago

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

2 days 10 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
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