FINANCIAL PLANNING

INDUSTRY NEWS

The number of advisers using the HUB24 platform has passed 5,000, with over 100 added in the latest quarter, thanks to a migration from ClearView. ...

INDUSTRY NEWS

AMP has cut its executive remuneration following shareholder pushback which sees chief executive Alexis George’s maximum-possible remuneration reduced by almost $1 millio...

INDUSTRY NEWS

CoreData research has highlighted Australian financial advice practices are expanding beyond traditional financial advice and reinforcing the power of a professional netw...

INDUSTRY NEWS

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

INDUSTRY NEWS

South Australian financial advice firm Calder Wealth Management has announced a strategic partnership with a risk advice firm....

INDUSTRY NEWS

Australian pre-retirees are exhibiting heightened anxiety about their financial future and are seeking greater retirement certainty as a result, Challenger research has u...

INDUSTRY NEWS

Despite industry criticisms, Financial Services Minister Stephen Jones believes the Labor government has moved the financial advice reform dial forward “significantly” du...

INDUSTRY NEWS

The Australian Institute of Company Directors has shared which issues are keeping financial services directors up at night, and how they compare to the sentiment of direc...

INDUSTRY NEWS

ASIC is seeking to publish firm-level data on the reportable situations and internal dispute resolution regime, in hopes that advice licensees will “lift their game”....

INDUSTRY NEWS

The Federal Court has appointed liquidators to wind up Falcon Capital and the First Guardian Master Fund, following an ASIC application....

INDUSTRY NEWS

Financial Services Minister, Stephen Jones, has assured the cost and time to enter the financial advice profession will soon be halved, as shadow treasurer Angus Taylor p...

INDUSTRY NEWS

The positive results of the latest financial adviser exam have helped the advice profession reach 15,600 yet again, according to Wealth Data analysis....

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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....

6 days 23 hours ago

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

2 weeks 6 days 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 4 days ago
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