FINANCIAL PLANNING

INDUSTRY NEWS

Shadow treasurer Angus Taylor has vowed to introduce a bill to legislate a raft of financial services reforms if the Coalition is elected....

INDUSTRY NEWS

Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two ...

INDUSTRY NEWS

A $3.5 million settlement for victims of Melissa Caddick has been approved by the Federal Court following an initial agreement last December. ...

INDUSTRY NEWS

The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month. ...

INDUSTRY NEWS

Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions. ...

INDUSTRY NEWS

ASIC was active in the first quarter of 2025 with several financial adviser bannings and court action, while the FSCP also handed down outcomes to advisers....

INDUSTRY NEWS

With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Aust...

INDUSTRY NEWS

The big four bank is set to see $40 million per annum in cost savings as it continues to migrate customers from its Asgard wealth platform to BT Panorama by FY26....

INDUSTRY NEWS

AMP North has added three new managers to its range of managed accounts for financial advisers and also extended its existing partnership with Betashares....

INDUSTRY NEWS

Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....

INDUSTRY NEWS

Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the l...

INDUSTRY NEWS

With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....

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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 20 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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