FINANCIAL PLANNING

INDUSTRY NEWS

A financial adviser has been given a reprimand by the FSCP for contraventions under the Corporations Act regarding superannuation advice....

INDUSTRY NEWS

Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients. ...

INDUSTRY NEWS

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...

INDUSTRY NEWS

The Australian Wealth Advisors Group has taken a 20 per cent stake in two Australian wealth management firms, having also made two investments last year....

INDUSTRY NEWS

A decade after being permanently banned from financial services, a former financial adviser will finally face court in WA following a failed bid to avoid extradition....

INDUSTRY NEWS

Only a third of Australians are willing to pay more than $500 for advice, thousands of dollars behind what advisers need to charge just to stay in business....

INDUSTRY NEWS

Generation Life CEO, Felipe Araujo, sees advisers as critical to the launch of its new longevity products, as it enters a strategic alliance with BlackRock....

INDUSTRY NEWS

Calder Wealth Management (CWM) has acquired a Melbourne-based financial planning business to strengthen its Victorian footprint....

INDUSTRY NEWS

Financial advice business models focused on holistic and investment advice have grown by just 2 per cent so far this financial year, according to Wealth Data....

INDUSTRY NEWS

Adviser numbers have experienced their largest weekly loss year-to-date this week, doubling that of the previous week....

INDUSTRY NEWS

The number of advisers currently using or planning to use artificial intelligence in their practices has risen substantially to almost three-quarters of firms, according ...

INDUSTRY NEWS

Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....

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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 17 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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