FINANCIAL PLANNING

INDUSTRY NEWS

Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds. ...

INDUSTRY NEWS

Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....

INDUSTRY NEWS

With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcendi...

INDUSTRY NEWS

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...

INDUSTRY NEWS

Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based weal...

INDUSTRY NEWS

Ahead of a public hearing this week, the government has commenced a consultation on draft regulations to support the implementation of the first tranche of Quality of Adv...

INDUSTRY NEWS

Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director....

INDUSTRY NEWS

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...

INDUSTRY NEWS

The Compensation Scheme of Last Resort has made its first payouts to victims since launching in April, with three claimants having been the victims of poor financial advi...

INDUSTRY NEWS

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....

INDUSTRY NEWS

Count has appointed Leah Hitchings in a newly created role of group head of brand and experience as the licensee looks to grow market share....

INDUSTRY NEWS

As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...

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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 2 weeks ago

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

8 months 2 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 ...

4 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...

3 weeks 6 days ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 day 20 hours ago