FINANCIAL PLANNING

INDUSTRY NEWS

As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....

INDUSTRY NEWS

Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....

INDUSTRY NEWS

More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....

INDUSTRY NEWS

With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...

INDUSTRY NEWS

The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting ...

INDUSTRY NEWS

With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equ...

INDUSTRY NEWS

Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share....

INDUSTRY NEWS

As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....

INDUSTRY NEWS

As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months....

INDUSTRY NEWS

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change....

INDUSTRY NEWS

David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services....

INDUSTRY NEWS

As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of pot...

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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’...

2 months ago

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

2 months 3 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

6 days 6 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 4 days ago
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