FINANCIAL PLANNING

INDUSTRY NEWS

Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two...

INDUSTRY NEWS

The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....

INDUSTRY NEWS

Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....

INDUSTRY NEWS

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

INDUSTRY NEWS

The number of new entrants in the financial advice profession who have since departed this year has seen an improvement from the amount that left in 2023....

INDUSTRY NEWS

E&P Financial Group says outstanding legacy issues related to the Dixon Advisory collapse have been resolved, passing the buck for its compensation onto financial adviser...

INDUSTRY NEWS

Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....

INDUSTRY NEWS

ASIC is piloting a new portal to simplify the process of applying for an Australian financial services licence with the expectation of a formal launch in the first quarte...

INDUSTRY NEWS

Expected income from advisers who joined Sequoia in FY24 is three times higher than those who departed, while the shareholder dispute has caused a “positive shake-up” in ...

INDUSTRY NEWS

Zenith Investment Partners’ research head Bronwen Moncrieff has joined fund manager Blackwattle Investment Partners....

INDUSTRY NEWS

Two victims of Ben Jayaweera, who was sentenced to 12 years in jail this week, described the fraud as “truly heartbreaking” after they lost $260,000 at his hands....

INDUSTRY NEWS

Insignia Financial has appointed a general manager for brand strategy as it moves to invest heavily in the MLC brand....

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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 ...

6 months 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 3 days ago

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

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago