FINANCIAL PLANNING

INDUSTRY NEWS

The technology group has announced a strategic partnership with global alternatives fintech firm, S64, to improve adviser access to private markets....

INDUSTRY NEWS

Bravura Solutions’ platform Midwinter has announced several appointments and internal promotions to bolster its growth trajectory, which includes two senior business deve...

INDUSTRY NEWS

ASIC has imposed licence conditions on a financial services firm following concerns its customer service representatives have been giving unlicensed advice....

INDUSTRY NEWS

The financial advice profession has enjoyed a recovery this week as numbers surpassed 15,600 yet again, following the largest decline in the calendar YTD last week....

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....

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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 4 weeks ago

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

2 months 3 weeks ago

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

3 months ago

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

4 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 days 11 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 3 days ago
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