FINANCIAL PLANNING

INDUSTRY NEWS

Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”....

INDUSTRY NEWS

With Centrepoint Alliance announcing the acquisition of Brighter Super’s advice book last month, the licensee has now confirmed some 80 per cent are set to transition acr...

INDUSTRY NEWS

Wealth platform Mason Stevens has welcomed a chief strategy officer to lead the expansion of its UHNW segment, who joins from Morgan Stanley....

INDUSTRY NEWS

Those mid-sized licensees with 16–50 authorised representatives are experiencing a blind spot, according to compliance firm Assured Support, and ASIC could develop specif...

INDUSTRY NEWS

ASIC has cancelled the AFSL of a Sydney asset and investment manager following a payment by the Compensation Scheme of Last Resort....

INDUSTRY NEWS

With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options. ...

INDUSTRY NEWS

Financial advisers in private wealth management companies are one of the most in-demand roles for this recruitment firm, sparking broader conversations about how to retai...

INDUSTRY NEWS

Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence....

INDUSTRY NEWS

A financial adviser has been given a reprimand by the FSCP for contraventions under the Corporations Act regarding superannuation advice....

INDUSTRY NEWS

Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients. ...

INDUSTRY NEWS

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...

INDUSTRY NEWS

The Australian Wealth Advisors Group has taken a 20 per cent stake in two Australian wealth management firms, having also made two investments last 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’...

1 week 4 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. ...

4 days ago

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

2 weeks 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. ...

3 weeks ago
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