FINANCIAL PLANNING

INDUSTRY NEWS

Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...

INDUSTRY NEWS

AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback....

INDUSTRY NEWS

Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its cl...

INDUSTRY NEWS

ASIC has suspended the AFSL of a Sydney fund manager, which operates a managed investment scheme, over repeated failures to comply with licensee obligations....

INDUSTRY NEWS

Wealth Data has shared an updated ranking of the five largest Australian financial advice licensees, with just 59 advisers separating the firms in the lower half of the t...

INDUSTRY NEWS

United Global Capital complaints to AFCA have quadrupled since August and are highly likely to rise further as it retains membership for another six months....

INDUSTRY NEWS

An advice executive has shared how advisers should regularly assess the performance of their licensee, regardless of whether they are looking to leave, in order to preven...

INDUSTRY NEWS

ASIC has confirmed it is investigating the financial advisers who recommended investors to invest in the Shield Master Fund, as the responsible entity Keystone Asset Mana...

INDUSTRY NEWS

The corporate regulator has shared details on how many investment and advice complaints were reported under the internal dispute resolution data reporting framework in FY...

INDUSTRY NEWS

Entireti chief executive Neil Younger has shared the responsibility and privilege he feels as the head of Australia’s largest advice licensee, and how he aims to prevent ...

INDUSTRY NEWS

The FAAA and AFCA are in disagreement regarding how much of an industry collapse, such as Dixon Advisory, relates to product failure and how much relates to advice. ...

INDUSTRY NEWS

Two months after reporting its highest-ever quarterly growth, Netwealth announced it has passed $100 billion in funds under administration. ...

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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 12 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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