FINANCIAL PLANNING

INDUSTRY NEWS

While the Quality of Advice Review is expected to positively impact financial adviser numbers, Rainmaker’s new projections underline the continuous challenge they face to...

INDUSTRY NEWS

As the Australian Financial Complaints Authority reaches five years of operation, chief ombudsman David Locke has recognised the majority of financial firm members are n...

INDUSTRY NEWS

Morningstar has lowered its expectations for a rebound by AMP Bank as it feels the new digital bank is unlikely to improve the firm’s competitive standing....

INDUSTRY NEWS

Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....

INDUSTRY NEWS

Count has raised its offer to acquire 100 per cent of Diverger, with Diverger’s board “unanimously” recommending the deal is in its best interests....

INDUSTRY NEWS

Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....

INDUSTRY NEWS

E&P Financial Group has settled a class action related to Dixon Advisory for $16 million as Senator Andrew Bragg questions why the taxpayer should foot the bill for consu...

INDUSTRY NEWS

Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...

INDUSTRY NEWS

The holistic advice firm has reached the final stage of its Ironbark Asset Management merger as its managing director, David Stephen, discusses the firm’s future growth s...

INDUSTRY NEWS

With Count’s acquisition of Diverger set to reach completion in February 2024, rival bidder COG Financial Services has withdrawn its “superior proposal” made last month. ...

INDUSTRY NEWS

Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....

INDUSTRY NEWS

The Financial Advice Association Australia and the Financial Services Council have responded to the first consultation on Delivering Better Financial Outcomes, recognisin...

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Duke Nukem

I can already see the ad campaigns from the institutions. Why pay for a financial adviser when you can use one of our qu...

31 minutes ago
baffled

15,000 residual Advisers left paying for the sins of "MoneywithMaddie" on Insta. Given the Billion dollars lost to inve...

5 days 23 hours ago
Sam Jay

Might as well just look at reintroducing trail commissions for advice again. When looking at mortgage broking retainin...

1 week 3 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

5 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

4 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

5 months ago