POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
With a quarter of AFSLs being held by single authorised representatives, is the rise of self-licensing and market fragmentation making it harder for ASIC to monitor the s...
INDUSTRY NEWS
Insignia Financial staff are to trial a four-day work week among multiple benefits agreed through a new enterprise agreement....
INDUSTRY NEWS
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...
INDUSTRY NEWS
The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassfied as wholesale cinvestrs....
INDUSTRY NEWS
ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended....
INDUSTRY NEWS
Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry....
INDUSTRY NEWS
A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...
INDUSTRY NEWS
Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....
INDUSTRY NEWS
A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...
INDUSTRY NEWS
As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....
INDUSTRY NEWS
A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...
INDUSTRY NEWS
Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...