FINANCIAL PLANNING

INDUSTRY NEWS

A former Perth financial adviser has pleaded guilty in court to stealing $1 million from his clients for his own benefit....

INDUSTRY NEWS

Contrary to expectations that Dixon Advisory would form the bulk of CSLR compensation, around three-quarters of the sum for FY26 relates to United Global Capital. ...

INDUSTRY NEWS

With consumers often unaware of the full extent of underlying costs in operating an advice practice, Adviser Ratings debates whether regulatory charges should be separate...

INDUSTRY NEWS

Wealth management technology provider Bravura could be the next potential target for private equity firms, with commentators identifying how CEO Andrew Russell has enacte...

INDUSTRY NEWS

National advice firm Coastal Advice Group has entered a long-term strategic partnership with New York-based Merchant Wealth Partners to accelerate its expansion....

INDUSTRY NEWS

Financial services consultancy Assured Support has appointed a new chairman to its advisory board, who previously served as Count’s chair and chief executive of the FPA....

INDUSTRY NEWS

FSC chief executive, Blake Briggs, believes the regulatory pendulum has “swung too far” over the last decade when it comes to financial advice, and it is appropriate to r...

INDUSTRY NEWS

The levy payable by financial advisers for the Compensation Scheme of Last Resort has almost quadrupled for FY26 as the government launches a formal review....

INDUSTRY NEWS

Melbourne and Perth-based Endeavor Asset Management has added 24 financial advisers to its AFSL this week, with overall industry numbers rising by more than a dozen....

INDUSTRY NEWS

The industry has reacted to the retirement of Stephen Jones as Minister for Financial Services, recognising his efforts on scams and financial reforms. ...

INDUSTRY NEWS

Australian advised clients are the most eager among global peers to invest in private markets, according to Hamilton Lane, with their knowledge of the asset class also be...

INDUSTRY NEWS

With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success....

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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 1 day 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 1 day 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 4 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 4 days ago
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