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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....
INDUSTRY NEWS
ASIC has obtained interim orders from the Federal Court to freeze the assets of a Melbourne advice licensee in order to protect investor funds amid an ongoing investigati...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...