FINANCIAL PLANNING

INDUSTRY NEWS

AMP chief executive Alexis George says the company is “living and breathing organic growth” as it enters the final year of its business simplification program and looks t...

INDUSTRY NEWS

Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...

INDUSTRY NEWS

Reach Alternative Investments has appointed a head of private wealth following the firm’s strategic alliance with platform HUB24....

INDUSTRY NEWS

Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...

INDUSTRY NEWS

Having sold off its advice division for a loss, AMP has reported a 43 per cent reduction in statutory net profit after tax in FY24, with the business now focusing on beco...

INDUSTRY NEWS

Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth....

INDUSTRY NEWS

Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of se...

INDUSTRY NEWS

As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...

INDUSTRY NEWS

Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct....

INDUSTRY NEWS

Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings. ...

INDUSTRY NEWS

Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...

INDUSTRY NEWS

Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....

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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 weeks ago

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

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
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