FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts....

INDUSTRY NEWS

The Financial Advice Association Australia has said it is unwilling to support the latest Delivering Better Financial Outcomes reforms unless substantial changes are made...

INDUSTRY NEWS

National advice licensee Infocus has revealed a new integrated business model that seeks to partner with financial advisers and support scaleable growth in their practice...

INDUSTRY NEWS

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...

INDUSTRY NEWS

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas companies taking an active interest ...

INDUSTRY NEWS

The government has shared further details about how the Statement of Advice replacement documentation will look under Delivering Better Financial Outcomes legislation....

INDUSTRY NEWS

AMP has refuted claims by the Finance Sector Union that its staff will be subject to video surveillance when they work from home under new employment contracts....

INDUSTRY NEWS

Less than six months after launch, Perth-based advice firm Leeuwin Wealth is seeking to double its funds under management to $1 billion within a year....

INDUSTRY NEWS

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

INDUSTRY NEWS

A poll of financial advisers has revealed aged care policies and the housing shortage crisis are among their greatest concerns ahead of the federal budget on 25 March....

INDUSTRY NEWS

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....

INDUSTRY NEWS

The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice....

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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 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...

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....

5 days 1 hour ago

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

2 weeks 4 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 3 days ago
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