FINANCIAL PLANNING

INDUSTRY NEWS

According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...

INDUSTRY NEWS

With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...

INDUSTRY NEWS

A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index....

INDUSTRY NEWS

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....

INDUSTRY NEWS

A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal w...

INDUSTRY NEWS

The Coalition has announced a new shadow treasurer and minister for financial services, while Jane Hume will exit the shadow ministry....

INDUSTRY NEWS

A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund....

INDUSTRY NEWS

Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concern...

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...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 6 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago