FINANCIAL PLANNING

INDUSTRY NEWS

Advice licensee Fiducian is in the process of acquiring around $94 million of assets via tuck-in acquisitions, having indicated it was holding $34 million in cash on its ...

INDUSTRY NEWS

Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets....

INDUSTRY NEWS

J.P. Morgan Asset Management has announced the launch of four low-cost ETFs in partnership with Vanguard Australia, enhancing advisers’ access to affordable, strategicall...

INDUSTRY NEWS

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

INDUSTRY NEWS

A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee problems flagged by APRA....

INDUSTRY NEWS

With platforms reporting frequent adviser requests for alternative assets, especially for high-net-worth clients, two platforms have shared the complexities of hosting th...

INDUSTRY NEWS

AWAG has made a 20 per cent strategic investment in First Mutual Australia as it seeks to grow AWAG’s authorised representatives to 80–100 by the end of the financial yea...

INDUSTRY NEWS

The chief distribution officer at Allianz Retire+ has departed after less than two years to take up a senior role at Generation Life. ...

INDUSTRY NEWS

APRA has issued a letter to platform trustees to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms, in light of First ...

INDUSTRY NEWS

With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients...

INDUSTRY NEWS

While specialist advice firms have become an increasingly popular business model in recent years, industry analysis reveals whether there are financial benefits to be gai...

INDUSTRY NEWS

Consumers who receive financial advice are feeling more secure in the face of global instability and volatility than their unadvised peers, according to the FAAA....

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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’...

1 month 3 weeks ago

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

2 months 3 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...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

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

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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