FINANCIAL PLANNING

INDUSTRY NEWS

ASIC leadership has waded into the political debate about Qantas flight upgrades, confirming its executives hold membership of the Chairman’s Lounge but denying it affect...

INDUSTRY NEWS

Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years....

INDUSTRY NEWS

National advice firm Invest Blue has featured in this year’s Great Place to Work report, particularly for its nine-day fortnight initiative....

INDUSTRY NEWS

The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession ...

INDUSTRY NEWS

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship. ...

INDUSTRY NEWS

With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...

INDUSTRY NEWS

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

INDUSTRY NEWS

As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession....

INDUSTRY NEWS

Formalising its arrangement to bring international advisers to Australia, the FAAA has signed an international memorandum of understanding with FPSB India. ...

INDUSTRY NEWS

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly com...

INDUSTRY NEWS

A global investment management firm executive has called for standardised promotion policies to close the “gendered promotion gap”....

INDUSTRY NEWS

Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can o...

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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 weeks ago

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

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
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