FINANCIAL PLANNING

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...

INDUSTRY NEWS

ASIC has imposed licence conditions on a financial services firm following concerns its customer service representatives have been giving unlicensed advice....

INDUSTRY NEWS

The financial advice profession has enjoyed a recovery this week as numbers surpassed 15,600 yet again, following the largest decline in the calendar YTD last week....

INDUSTRY NEWS

Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”....

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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 1 day 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 4 days ago