FINANCIAL PLANNING

INDUSTRY NEWS

Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...

INDUSTRY NEWS

A second financial adviser has seen their ASIC ban varied this week following a successful appeal to the Administrative Appeals Tribunal. ...

INDUSTRY NEWS

With the 2023–24 financial year behind us, Money Management takes a look back on the financial advice licensees that were hit with enforcement action by ASIC in the past ...

INDUSTRY NEWS

The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...

INDUSTRY NEWS

With the financial advisers register no longer distinguishing those who have used the experienced pathway to provide advice, how will this affect consumers and employers?...

INDUSTRY NEWS

The final ASIC inquiry report has found more than 26,000 reportable situations reports made by licensees during 2022–23 were assessed as requiring no action, while public...

INDUSTRY NEWS

ASIC has released the exam results for its June sitting of the financial adviser exam....

INDUSTRY NEWS

The 2024 calendar year is now expected to report bigger losses than 2023, despite a strong start, as the last two weeks of June have seen heavy triple-digit adviser losse...

INDUSTRY NEWS

The first Delivering Better Financial Outcomes bill has now passed both the Senate and the House of Representatives....

INDUSTRY NEWS

The Delivering Better Financial Outcomes bill has been passed in the Senate following amendments....

INDUSTRY NEWS

Senator Andrew Bragg has released the final report of the ASIC inquiry, making 11 recommendations as to how the corporate regulator can be improved....

INDUSTRY NEWS

A financial adviser describes how he reached “breaking point” over the FASEA system when he falsified his financial adviser exam result, while the judge shares why he var...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months ago

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

8 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 6 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 5 days ago