FINANCIAL PLANNING

INDUSTRY NEWS

Morgans chief executive, John Clifford, has announced he will step down from the wealth management group after eight years leading the business. ...

INDUSTRY NEWS

Funds under administration on the BT Panorama platform have passed $120 billion in the last six months as it progresses its migration of Asgard into the platform....

INDUSTRY NEWS

The corporate regulator has officially launched its new digital portal for financial services businesses submitting AFSL applications, offering a more “efficient, modern ...

INDUSTRY NEWS

The advice community has reacted to the re-election of the Labor Party for a second term and called on the incoming Minister for Financial Services to take “decisive acti...

INDUSTRY NEWS

Advice licensee Finchley & Kent has announced a strategic partnership with technology firm Padua Solutions as licensees are encouraged to broaden their tech usage....

INDUSTRY NEWS

Private equity players’ rising interest in Australian financial services is driving an uptick in job vacancies as acquirers bring on new staff, leaving sellers to questio...

INDUSTRY NEWS

ASIC has cancelled the AFSL of global advisory group Brite Advisors after compensation was paid to an individual by the Compensation Scheme of Last Resort....

INDUSTRY NEWS

Having taken some “quite tough medicine” during its 18-month transformation program, Iress is now doubling down on organic growth in the delivery of its wealth technologi...

INDUSTRY NEWS

The RIAA Conference Australia 2025 will take place later this month, featuring a range of sessions designed for financial advisers....

INDUSTRY NEWS

The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five....

INDUSTRY NEWS

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

INDUSTRY NEWS

The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions. ...

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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 13 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. ...

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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