FINANCIAL PLANNING

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...

INDUSTRY NEWS

The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR....

INDUSTRY NEWS

BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s four latest determinations against relevant providers to avoid ru...

INDUSTRY NEWS

While Australia continues to rank strongly in Natixis IM’s global retirement index, financial advisers are still vital to mitigating the financial strain being felt by re...

INDUSTRY NEWS

According to the Financial Advice Association Australia, upgrades to its Find a Planner platform will make it easier for potential clients to connect with a financial adv...

INDUSTRY NEWS

The Institute of Financial Professionals Australia has partnered with advice fintech moneyGPS, giving its members and their clients access to the platform....

INDUSTRY NEWS

Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notab...

INDUSTRY NEWS

The FAAA has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement....

INDUSTRY NEWS

Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...

INDUSTRY NEWS

The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licen...

INDUSTRY NEWS

The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June....

INDUSTRY NEWS

Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 5 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 6 days ago