FINANCIAL PLANNING

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....

INDUSTRY NEWS

Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work....

INDUSTRY NEWS

Former deputy CEO of AMP Capital, David Atkin, has announced he will be returning to Australia after stepping down as chief executive of the Principles for Responsible In...

INDUSTRY NEWS

A global Morgan Stanley report has found 83 per cent of Asia-Pacific individual investors would select a financial adviser based on their sustainable investment offerings...

INDUSTRY NEWS

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out....

INDUSTRY NEWS

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

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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’...

2 months ago

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

2 months 4 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

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....

1 week ago

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

3 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago
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