FINANCIAL PLANNING

INDUSTRY NEWS

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

INDUSTRY NEWS

National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair ...

INDUSTRY NEWS

With the Selfwealth acquisition under its belt, APAC investment platform Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Au...

INDUSTRY NEWS

Advice practices with up-to-date business plans are twice as likely to achieve high profitability, according to Adviser Ratings, but getting stuck in development mode can...

INDUSTRY NEWS

Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...

INDUSTRY NEWS

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients....

INDUSTRY NEWS

Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September....

INDUSTRY NEWS

The days of financial advisers being “all things to all people” are behind us, according to this founder, as the cost to serve passes $4,000....

INDUSTRY NEWS

With more than 4,600 advisers yet to meet the qualifications standards, the corporate regulator has once again urged relevant providers to check their Financial Advisers ...

INDUSTRY NEWS

Advised individuals are exhibiting higher optimism and confidence regarding their retirement, SSGA has found, with Australia ranking second for retirement preparedness....

INDUSTRY NEWS

With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one mo...

INDUSTRY NEWS

The financial services software firm has confirmed the finalised sale of its superannuation business to Apex Group as it increases focus on other key functions within the...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago