FINANCIAL PLANNING

INDUSTRY NEWS

With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-...

INDUSTRY NEWS

An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result....

INDUSTRY NEWS

Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers. ...

INDUSTRY NEWS

Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....

INDUSTRY NEWS

The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...

INDUSTRY NEWS

With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...

INDUSTRY NEWS

A victim of NextGen Financial Group has received a payment from the CSLR after the company's liquidation but the total falls short of their $270k unpaid AFCA determinatio...

INDUSTRY NEWS

With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries....

INDUSTRY NEWS

ASIC will extend the relief and requirements regarding reportable situations regime for another five years until October 2029, following a public consultation....

INDUSTRY NEWS

The FAAA’s Phil Anderson has said the delisting of E&P Financial Group won’t stop the company coming under scrutiny in the public inquiry....

INDUSTRY NEWS

A judge has dismissed an appeal by former Linchpin Capital Group director Peter Daly against a $150,000 penalty for breaching his duties as a director....

INDUSTRY NEWS

E&P Financial Group, former parent of Dixon Advisory, has formally requested to delist from the ASX, with the company noting the negative impact of regulatory proceedings...

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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 4 weeks ago

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

2 weeks 4 days ago

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

3 weeks 2 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 3 days ago