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FINANCIAL PLANNING

INDUSTRY NEWS

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...

INDUSTRY NEWS

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...

INDUSTRY NEWS

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....

INDUSTRY NEWS

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time....

INDUSTRY NEWS

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options....

INDUSTRY NEWS

The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for fina...

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....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 day 13 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks 1 day ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 days 9 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 3 days ago