FINANCIAL PLANNING

INDUSTRY NEWS

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...

INDUSTRY NEWS

AFCA has revealed to Money Management the number of Dixon Advisory complaints it has closed so far out of the more than 2,700 total complaints received....

INDUSTRY NEWS

The Financial Advice Association Australia is launching a new brand awareness campaign that includes promoting the advice profession as an attractive option for career ch...

INDUSTRY NEWS

Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a...

INDUSTRY NEWS

The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director. ...

INDUSTRY NEWS

ASIC has conducted a report into how AFSLs are starting to use artificial intelligence in their practices and possible areas where they could come unstuck from a governan...

INDUSTRY NEWS

With four in 10 advisers viewing the intergenerational wealth transfer as a threat to their practice, Business Health explores what to do when an established client relat...

INDUSTRY NEWS

Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients amid increasing economic uncertainty ...

INDUSTRY NEWS

AFCA has urged financial advice firms that when recommending a product to clients where it receives any benefits, advisers must go beyond merely disclosing conflicts of i...

INDUSTRY NEWS

Women still account for less than one-quarter of Australia’s financial advice profession, with only two firms with more than 100 advisers having 30 per cent female advise...

INDUSTRY NEWS

Questions have been raised regarding the viability of the current Australian Financial Services licensing regime, and the role that licensees have to play in monitoring a...

INDUSTRY NEWS

ASIC has said it is exploring whether there are concerns regarding Macquarie and Equity Trustees for hosting platforms where investors rolled over their superannuation in...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks ago