FINANCIAL PLANNING

INDUSTRY NEWS

As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio r...

INDUSTRY NEWS

CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves. ...

INDUSTRY NEWS

With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they n...

INDUSTRY NEWS

AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia....

INDUSTRY NEWS

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

INDUSTRY NEWS

ASIC has cancelled the AFSL of a Melbourne-based managed investment scheme operator over a failure to pay industry levies and meet its statutory audit and financial repor...

INDUSTRY NEWS

Melbourne advice firm Hewison Private Wealth has marked four decades of service after making its start in 1985 as a “truly independent advice business” in a largely produ...

INDUSTRY NEWS

HLB Mann Judd Perth has announced its acquisition of a WA business advisory firm, growing its presence in the region, along with 10 appointments across the firm’s nationa...

INDUSTRY NEWS

Unregistered managed investment scheme operator Chris Marco has been sentenced after being found guilty of 43 fraud charges, receiving the highest sentence imposed by an ...

INDUSTRY NEWS

ASIC has cancelled the AFSL of Sydney-based Arrumar Private after it failed to comply with the conditions of its licence. ...

INDUSTRY NEWS

Two investment advisory research houses have announced a merger to form a combined entity under the name Delta Portfolios....

INDUSTRY NEWS

The top five licensees are demonstrating a “strong recovery” from losses in the first half of the year, and the gap is narrowing between their respective adviser numbers....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

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

3 months 4 weeks ago

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

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 6 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week ago
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