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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....
INDUSTRY NEWS
The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....
INDUSTRY NEWS
A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm. ...
INDUSTRY NEWS
The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....
INDUSTRY NEWS
The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new...
INDUSTRY NEWS
Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according...
INDUSTRY NEWS
ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....
INDUSTRY NEWS
Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategi...
INDUSTRY NEWS
ASIC has identified three situations where it may be difficult for a licensee to assess an adviser’s qualifications and provided case studies of how they should be tackle...
INDUSTRY NEWS
A former Melbourne financial planner, Bradley Grimm, has been sentenced for dishonest conduct regarding the transfer of self-managed super fund assets....
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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...