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FINANCIAL PLANNING

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....

INDUSTRY NEWS

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...

INDUSTRY NEWS

Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants....

INDUSTRY NEWS

Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....

INDUSTRY NEWS

The cancellation of two AFSLs has caused adviser numbers to drop into the red this week after three weeks of growth, but one AFSL has seen a gain of 20....

INDUSTRY NEWS

ASIC has confirmed it was “unnecessary” for the regulator to intensively interview Dixon Advisory advisers about the problems at the firm....

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