FINANCIAL PLANNING

INDUSTRY NEWS

JANA Investment Advisers has enacted multiple internal promotions across its advisory, research and investment teams following a round of head appointments last month. ...

INDUSTRY NEWS

Adviser Ratings has revealed almost 400 advisers joined the FAR in the third quarter but, with just seven weeks to go until the education deadline, more than 1,000 could ...

INDUSTRY NEWS

Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team, who departs after 18 years. ...

INDUSTRY NEWS

Advisers are underestimating how much time they spend on non-advice work, creating inefficiencies within their practice which has a financial impact on their bottom line,...

INDUSTRY NEWS

Hudson Financial Planning has partnered with OpenInvest to launch an online investing solution designed to address Australia’s advice accessibility challenge. ...

INDUSTRY NEWS

While the number of advisers switching tends to tick up at the end of the year, Padua Wealth Data reveals which business model sees the most adviser loyalty....

INDUSTRY NEWS

Private credit, auditor misconduct and super trustees have been listed among ASIC’s priorities as the regulator unveils its top focus points for the coming year. ...

INDUSTRY NEWS

Melbourne-based investment manager Woodbridge Capital has appointed an origination director for south-east Queensland, strengthening its foothold in the region as part of...

INDUSTRY NEWS

Barings has appointed a new head of Asia Pacific to succeed Duncan Robertson, who will retire after almost two decades with the firm. ...

INDUSTRY NEWS

HUB24 has announced it is developing a lifetime retirement solution with Australian life insurer TAL to expand its suite of retirement offerings for financial advisers. ...

INDUSTRY NEWS

ASIC has launched legal action in the Federal Court against SQM Research and Interprac Financial Planning, citing alleged failures related to the Shield and First Guardia...

INDUSTRY NEWS

While interest in private markets continues to grow, a panel of industry professionals have argued that data and reporting challenges in this sector are limiting accessib...

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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’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 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...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 10 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week ago
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