FINANCIAL PLANNING

INDUSTRY NEWS

Advice licensee Centrepoint Alliance has acquired the financial advice book of superannuation fund Brighter Super and will become the preferred partner to provide advice ...

INDUSTRY NEWS

The association has expressed its support for the Opposition’s commitment to making financial advice a “national priority”, alongside its bold target of reaching 30,000 a...

INDUSTRY NEWS

Australian investors are increasingly turning to financial advisers as their top source of information, with more than a third using them for investment guidance....

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”....

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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....

1 week 1 day ago

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

3 weeks 1 day 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 6 days ago
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