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FINANCIAL PLANNING

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....

INDUSTRY NEWS

Money Management examines the funds under administration growth of three listed Australian platforms for FY24, with two players both achieving a 30 per cent rise....

INDUSTRY NEWS

A former Brisbane financial adviser has been sentenced after being found guilty of a $5.9 million fraud, with the judge describing his actions as “brazen, gross and callo...

INDUSTRY NEWS

The exit of “smaller non-economic advisers” has improved net margin at Sequoia, while the divestment of Morrison Securities boosted its statutory net profit after tax for...

INDUSTRY NEWS

Two former United Global Capital advisers, which entered into liquidation earlier this month, have commenced at a new licensee, while overall adviser numbers have fallen ...

INDUSTRY NEWS

The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...

INDUSTRY NEWS

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

INDUSTRY NEWS

Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...

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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...

2 days 18 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 2 days ago

So we are now underwriting criminal scams?...

6 months 1 week ago

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

4 days 14 hours ago

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

3 weeks 4 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 3 days ago