FINANCIAL PLANNING

INDUSTRY NEWS

Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternativ...

INDUSTRY NEWS

The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Manageme...

INDUSTRY NEWS

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

INDUSTRY NEWS

With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to...

INDUSTRY NEWS

Australia has marked a decade among the best countries for retirement, according to Natixis, but with high inflation threatening their retirement goals, a third say they ...

INDUSTRY NEWS

When it comes to the risks of acting as a responsible manager at an AFSL, compliance firm Holley Nethercote has shared a range of red flags that could see them facing dis...

INDUSTRY NEWS

Wealth management platform provider Netwealth has announced a partnership with FinClear to streamline trading capabilities for advisers. ...

INDUSTRY NEWS

AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth, as a way to provide a succession solution, as well as career development op...

INDUSTRY NEWS

While the advice profession struggles under growing operating costs, Adviser Ratings has found more than half of practices – some 58 per cent – that generate less than $2...

INDUSTRY NEWS

The Federal Court has ordered the freezing of assets and the appointment of receivers to two entities linked to Australian Fiduciaries, ASIC’s latest move in an ongoing i...

INDUSTRY NEWS

Off the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, helping numbers return to pos...

INDUSTRY NEWS

An FAAA recommendation to make PY advisers subject to non-compete clauses would place candidates in a “hostage situation” with their employer and potentially deter new en...

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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’...

3 weeks 4 days ago

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

1 month 2 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...

1 month 3 weeks ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 days 17 hours ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

6 days 20 hours ago
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