FINANCIAL PLANNING

INDUSTRY NEWS

Sequoia Financial Group has announced it is restructuring its business following a shareholder dispute which will see it reduce headcount by 10 per cent....

INDUSTRY NEWS

With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...

INDUSTRY NEWS

A financial adviser who was permanently banned for falsifying his financial adviser exam result has seen the banning amended following a successful appeal to the Administ...

INDUSTRY NEWS

Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...

INDUSTRY NEWS

With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive g...

INDUSTRY NEWS

ASIC has suspended the AFSL of a Sydney advice firm, the first action it has taken in the new financial year....

INDUSTRY NEWS

Sequoia chief executive Garry Crole is looking ahead beyond business disruption as the licensee receives a verdict from the Takeovers Panel regarding whether there was un...

INDUSTRY NEWS

Count has divested its Bentleys WA business for a lower purchase price than initially forecast....

INDUSTRY NEWS

An experienced financial adviser, who has been with AMP for nearly two decades, has launched his own Western Australia-based advice firm under AMP Advice’s licensee netwo...

INDUSTRY NEWS

The Financial Advice Association Australia’s Anne Palmer believes new entrants can no longer rely on large advice licensees for recruitment, leaving the obligation to sma...

INDUSTRY NEWS

ASIC says spot checks have “identified errors and inconsistencies” on the Financial Advisers Register and urged AFSLs to assess the accuracy of their records....

INDUSTRY NEWS

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

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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 1 week 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 1 day 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 ...

3 weeks 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 6 days ago