FINANCIAL PLANNING

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....

INDUSTRY NEWS

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up. ...

INDUSTRY NEWS

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administrat...

INDUSTRY NEWS

The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....

INDUSTRY NEWS

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...

INDUSTRY NEWS

A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years....

INDUSTRY NEWS

ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August....

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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 4 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....

1 week 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 1 day 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 6 days ago
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