FINANCIAL PLANNING

INDUSTRY NEWS

Advised Australians are twice as likely to be happy with their financial situations than unadvised consumers, according to Generation Life, but cost and trust are holding...

INDUSTRY NEWS

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

INDUSTRY NEWS

Over 300 finalists will compete for awards as ifa celebrates success at the ifa Excellence Awards, to be held on Thursday, 5 December....

INDUSTRY NEWS

With a quarter of AFSLs being held by single authorised representatives, is the rise of self-licensing and market fragmentation making it harder for ASIC to monitor the s...

INDUSTRY NEWS

Insignia Financial staff are to trial a four-day work week among multiple benefits agreed through a new enterprise agreement....

INDUSTRY NEWS

Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...

INDUSTRY NEWS

The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassfied as wholesale cinvestrs....

INDUSTRY NEWS

ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended....

INDUSTRY NEWS

Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry....

INDUSTRY NEWS

A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...

INDUSTRY NEWS

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....

INDUSTRY NEWS

A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...

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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