FINANCIAL PLANNING

INDUSTRY NEWS

AWAG has entered a strategic joint venture relationship with Singapore-based financial services firm PhillipCapital, expanding its product and services distribution reach...

INDUSTRY NEWS

Investment manager Drummond Capital Partners has announced a series of appointments to expand its distribution reach with advisers nationwide....

INDUSTRY NEWS

An adviser has received a written reprimand from the Financial Services and Credit Panel after failing to meet his CPD requirements, the panel’s first action since June....

INDUSTRY NEWS

While efficiency remains a top priority for Australian advisers, State Street has revealed the profession is now juggling this desire with the need to maintain personalis...

INDUSTRY NEWS

A possible acquisition of data provider Iress is becoming a greater likelihood after the firm announced it is engaging with multiple interested parties....

INDUSTRY NEWS

AMP has reported a 61 per cent rise in inflows to its platform, with net cash flow passing $1 billion for the quarter, but superannuation fell back into outflows....

INDUSTRY NEWS

Those large AFSLs are among the groups experiencing the most adviser growth, indicating they are ready to expand following a period of transition and stabilisation after...

INDUSTRY NEWS

The industry can expect to see more partnerships in the retirement income space in the future, enabling firms to progress their innovation, according to a panel....

INDUSTRY NEWS

Vanguard has launched a suite of five model portfolios in partnership with Lonsec Investment Solutions to offer active-passive solutions for financial advisers....

INDUSTRY NEWS

ASIC commissioner Alan Kirkland has detailed the regulator’s intentions to conduct surveillance on licensees and advisers who are recommending managed accounts, noting a ...

INDUSTRY NEWS

AMP and HUB24 have shared the areas where they are seeking future adviser growth, with HUB24 targeting adding more than 2,000 advisers to the platform....

INDUSTRY NEWS

Bravura Solutions has appointed a new chair and deputy chair to take over from departing Matthew Quinn, while Shezad Okhai picks up another responsibility....

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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 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 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 1 week 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 6 days ago

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

3 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....

3 weeks 4 days ago
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