FINANCIAL PLANNING

INDUSTRY NEWS

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....

INDUSTRY NEWS

As AFSLs cite cyber security as their biggest compliance fear, a law firm has shared four steps that listed businesses need to take if they suffer a breach....

INDUSTRY NEWS

Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....

INDUSTRY NEWS

TAL group chief executive Brett Clark is to step down from the role after almost a decade with a new replacement appointed....

INDUSTRY NEWS

JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust ...

INDUSTRY NEWS

From cyber security threats to external reviews, financial services law firm Holley Nethercote has uncovered the most notable compliance concerns for AFSLs....

INDUSTRY NEWS

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows....

INDUSTRY NEWS

The latest edition of the Hays annual salary report has broken down the expected average salary for a variety of senior and junior financial planning roles for the upcomi...

INDUSTRY NEWS

Licensees are being reminded to take prompt action once their licence is granted as ASIC cancels the AFSL of a Sydney firm....

INDUSTRY NEWS

Just two financial advice licensees have commenced operations and seven ceased over the past two weeks, while total adviser numbers slip below 15,600 yet again....

INDUSTRY NEWS

ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and ...

INDUSTRY NEWS

Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months 1 week 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 4 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...

3 weeks 3 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 5 days ago