FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability....

INDUSTRY NEWS

The actions of the investment committee at Dixon Advisory should be placed under greater scrutiny in the upcoming Senate inquiry, according to the FAAA. ...

INDUSTRY NEWS

There are two areas where Minister for Financial Services, Stephen Jones, has the power to change CSLR without the need for law changes....

INDUSTRY NEWS

The proportion of candidates passing the advice exam in 2024 has risen by more than a third but a notable gap exists between those who have qualified and those who are ac...

INDUSTRY NEWS

Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention ...

INDUSTRY NEWS

AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong adviser demand for value-aligned investment options....

INDUSTRY NEWS

MLC Life Insurance and Resolution Life Australasia are to merge, creating a combined firm with the new name of Acenda, while NAB has divested its remaining 20 per cent st...

INDUSTRY NEWS

When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to inter...

INDUSTRY NEWS

Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review....

INDUSTRY NEWS

As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...

INDUSTRY NEWS

Nick Hilton, newly appointed as executive general manager for advice delivery at Entireti following the AMP acquisition, is among seven individuals stepping back from the...

INDUSTRY NEWS

A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct annual audits of their SMSFs....

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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 10 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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