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FINANCIAL PLANNING
INDUSTRY NEWS
Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...
INDUSTRY NEWS
Reach Alternative Investments has appointed a head of private wealth following the firm’s strategic alliance with platform HUB24....
INDUSTRY NEWS
Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...
INDUSTRY NEWS
Having sold off its advice division for a loss, AMP has reported a 43 per cent reduction in statutory net profit after tax in FY24, with the business now focusing on beco...
INDUSTRY NEWS
Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth....
INDUSTRY NEWS
Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of se...
INDUSTRY NEWS
As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...
INDUSTRY NEWS
Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct....
INDUSTRY NEWS
Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings. ...
INDUSTRY NEWS
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...
INDUSTRY NEWS
Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....
INDUSTRY NEWS
As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...