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INDUSTRY NEWS
As more advisers review their fee structures, Business Health has shared six steps to calculating the price to deliver financial advice services in a profitable yet suita...
INDUSTRY NEWS
ASIC’s Sarah Court has confirmed the regulator is carrying out systematic work on providers of unlicensed advice but admits it is a case of “whack-a-mole” when it comes t...
INDUSTRY NEWS
Following an extraordinary general meeting today, Dixon Advisory parent company E&P Financial Group’s shareholders have voted on its proposed delisting from the ASX....
INDUSTRY NEWS
While overall financial adviser numbers have dipped below 15,500 this week, Rhombus Advisory is experiencing growth and approaching 500 advisers in its ranks....
INDUSTRY NEWS
Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, according to Netwealth research, despite newer players battling for a ...
INDUSTRY NEWS
ASIC has shared the percentage of breach reports related to financial advice in FY24, noting increased reporting by smaller AFSLs....
INDUSTRY NEWS
Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet from being able to solve the financial advice gap. ...
INDUSTRY NEWS
With less than 5 per cent of Dixon Advisory complaints closed, AFCA has detailed how it is dealing with systemic issues, known as batch matters, through a consistent yet ...
INDUSTRY NEWS
For financial advisers and business owners seeking to run a top advice firm, Adviser Ratings has shared the characteristics of these leaders from top firms focusing on “s...
INDUSTRY NEWS
As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms ...
INDUSTRY NEWS
CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....
INDUSTRY NEWS
Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus. ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...