FINANCIAL PLANNING

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...

INDUSTRY NEWS

Almost 30 staff at AMP could be affected by changes to its marketing and communications team, Money Management understands, as it makes two senior hires. ...

INDUSTRY NEWS

Superannuation fund Cbus has announced it will offer a financial advice offering for its members and their partners called Advice Essentials Plus....

INDUSTRY NEWS

ASIC chair Joe Longo has told AFSLs that putting in place cyber protections should be “top of mind” as they manage their businesses, and flagged the weaknesses demonstrat...

INDUSTRY NEWS

ASIC’s relief measures enabling advisers to rely on website disclosure information instead of providing a Financial Services Guide has been welcomed by the industry assoc...

INDUSTRY NEWS

Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession....

INDUSTRY NEWS

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...

INDUSTRY NEWS

National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice....

INDUSTRY NEWS

ASIC has cancelled the AFSL of a Queensland-based advice firm and is aware it had recommended investments that included the now-liquidated Global Capital Property Fund an...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 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....

3 weeks ago

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

3 weeks 1 day ago