FINANCIAL PLANNING

INDUSTRY NEWS

Morningstar behavioural scientist Ryan Murphy has shared the top annoyances held by clients towards their financial advisers and how it could impact their ongoing relatio...

INDUSTRY NEWS

Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding to latest DBFO legi...

INDUSTRY NEWS

Spending by the Compensation Scheme of Last Resort in FY25 is expected to be less than the $24 million it had previously estimated, the body has announced....

INDUSTRY NEWS

The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological di...

INDUSTRY NEWS

The industry body has expressed its strong opposition towards ASIC’s plans of publishing reportable situations data, describing it as a “completely inappropriate use of d...

INDUSTRY NEWS

In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fe...

INDUSTRY NEWS

Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...

INDUSTRY NEWS

An EY report has revealed Australians are more loyal to their advisers than the global average, highlighting relationship-building opportunities amid market changes....

INDUSTRY NEWS

Two advisers have received reprimands from the Financial Services and Credit Panel after falling short of their CPD requirements....

INDUSTRY NEWS

The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silve...

INDUSTRY NEWS

The technology group has announced a strategic partnership with global alternatives fintech firm, S64, to improve adviser access to private markets....

INDUSTRY NEWS

Bravura Solutions’ platform Midwinter has announced several appointments and internal promotions to bolster its growth trajectory, which includes two senior business deve...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago