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FINANCIAL PLANNING
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....
INDUSTRY NEWS
An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time....
INDUSTRY NEWS
The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options....
INDUSTRY NEWS
The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for fina...
INDUSTRY NEWS
The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...