FINANCIAL PLANNING

INDUSTRY NEWS

Two financial advice businesses in the AZ NGA network have merged to form a multidisciplinary firm with some 20 advisers and 2,500 clients across two states....

INDUSTRY NEWS

The Finance Sector Union has branded AMP’s confirmation that it will not use surveillance and monitoring on employees in their homes a “win” for the union....

INDUSTRY NEWS

While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maxi...

INDUSTRY NEWS

High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...

INDUSTRY NEWS

Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advis...

INDUSTRY NEWS

Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans, following a majority stake taken by insurance distribution group Envest....

INDUSTRY NEWS

Treasurer Jim Chalmers has handed down the federal budget for 2025–26 with a focus on retaining stability and certainty for the financial services sector....

INDUSTRY NEWS

With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...

INDUSTRY NEWS

The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts....

INDUSTRY NEWS

The Financial Advice Association Australia has said it is unwilling to support the latest Delivering Better Financial Outcomes reforms unless substantial changes are made...

INDUSTRY NEWS

National advice licensee Infocus has revealed a new integrated business model that seeks to partner with financial advisers and support scaleable growth in their practice...

INDUSTRY NEWS

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...

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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 week 5 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 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 1 week ago

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

4 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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