FINANCIAL PLANNING

INDUSTRY NEWS

Having reinstated the membership of United Global Capital, AFCA will also continue to accept complaints from Next Generation Advice beyond its original expiration. ...

INDUSTRY NEWS

Macquarie’s $321 million remediation package will provide welcome relief for investors after a “difficult and challenging” experience, according to the FAAA’s Phil Anders...

INDUSTRY NEWS

Research house SQM says the rise of separately managed accounts has seen large advice groups seek their own ratings....

INDUSTRY NEWS

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

INDUSTRY NEWS

With new entrants now having seen 12 consecutive weeks of double-digit growth, Padua Wealth Data has broken down which business models are making the most new adviser app...

INDUSTRY NEWS

In an unexpected move, AFCA has reinstated the membership of United Global Capital until March 2026 to allow individuals to submit complaints, a decision its CEO says has...

INDUSTRY NEWS

Macquarie Investment Management is to fully remediate all of its superannuation fund members the entirety of what they had invested in the Shield Master Fund, totalling $...

INDUSTRY NEWS

Private client advice business Altus Financial has enacted its second merger in two months, merging with a Sydney-based practice to create a combined $3.5 billion firm....

INDUSTRY NEWS

Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger client...

INDUSTRY NEWS

The number of asset owners who fear ESG investment will affect their investment returns is on the rise, cited by more than half of respondents, according to Morningstar....

INDUSTRY NEWS

There may be growing interest in private markets, but a survey by advice firm Apt Wealth Partners has found even HNW investors lack sufficient knowledge of their complexi...

INDUSTRY NEWS

Managed accounts saw net inflows of $16.7 billion in the six months to 30 June, as IMAP chair Toby Potter describes the offering as having reached their “maturity phase”....

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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 month ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

5 days 2 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks ago

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

4 weeks 1 day ago
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