FINANCIAL PLANNING

INDUSTRY NEWS

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

INDUSTRY NEWS

While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among bot...

INDUSTRY NEWS

Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium....

INDUSTRY NEWS

The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies. ...

INDUSTRY NEWS

The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data. ...

INDUSTRY NEWS

Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....

INDUSTRY NEWS

Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....

INDUSTRY NEWS

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

INDUSTRY NEWS

Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....

INDUSTRY NEWS

As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....

INDUSTRY NEWS

Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....

INDUSTRY NEWS

More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 6 days ago