FINANCIAL PLANNING

INDUSTRY NEWS

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

INDUSTRY NEWS

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

INDUSTRY NEWS

The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....

INDUSTRY NEWS

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...

INDUSTRY NEWS

An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort....

INDUSTRY NEWS

A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....

INDUSTRY NEWS

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...

INDUSTRY NEWS

The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...

INDUSTRY NEWS

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...

INDUSTRY NEWS

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...

INDUSTRY NEWS

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...

INDUSTRY NEWS

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....

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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 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

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

2 weeks 5 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 3 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 4 days ago