FINANCIAL PLANNING

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. ...

INDUSTRY NEWS

Licensee Infocus Wealth Management has announced it has completed the acquisition of Madison Financial Group, increasing its adviser number to more than 200....

INDUSTRY NEWS

Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....

INDUSTRY NEWS

As the 2023–24 financial year comes to a close, Money Management reviews the financial advisers who fell under the regulator’s enforcement spotlight....

INDUSTRY NEWS

As the financial year comes to a close, ASIC has suspended the AFSL of a Melbourne financial services firm following an investigation by the regulator....

INDUSTRY NEWS

Financial adviser losses this week are 10 times higher than those of the previous week, as many look to switch licensees before the end of the financial year. ...

INDUSTRY NEWS

Some 41 per cent of financial advisers say they have no conflicts of interest in their business, according to Holley Nethercote, indicating a fundamental lack of understa...

INDUSTRY NEWS

The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....

INDUSTRY NEWS

The Responsible Investment Association Australasia has announced an upcoming adviser-focused course to launch next month about ESG integration in advice firms....

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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

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 1 day 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...

3 weeks ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago