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FINANCIAL PLANNING
INDUSTRY NEWS
Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...
INDUSTRY NEWS
With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...
INDUSTRY NEWS
New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...
INDUSTRY NEWS
An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....
INDUSTRY NEWS
Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....
INDUSTRY NEWS
The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to v...
INDUSTRY NEWS
The central bank has announced its latest rate decision amid signs of improving inflation in Australia and rumbles of slowing global growth. ...
INDUSTRY NEWS
Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....
INDUSTRY NEWS
Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...
INDUSTRY NEWS
Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....
INDUSTRY NEWS
The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....
INDUSTRY NEWS
Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...