FINANCIAL PLANNING

INDUSTRY NEWS

The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...

INDUSTRY NEWS

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

INDUSTRY NEWS

Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...

INDUSTRY NEWS

There is a role for advisers to play in helping pre-retirees understand lifetime income solutions as clients say they lack comprehension of the products’ structure....

INDUSTRY NEWS

Prime Financial Group has announced its FY24 results in what proved to be an “inflection point” for the firm, with further M&A activity and growth in the alternatives mar...

INDUSTRY NEWS

The migration of the MLC platform to Expand caused disruption in platform flows for Insignia in FY24 as advisers “lost patience” with delays, while the firm flagged its r...

INDUSTRY NEWS

The majority of financial advice practices enjoying revenue growth are putting this towards growing their adviser teams, according to new research....

INDUSTRY NEWS

A wide range of strategic priorities are set to fall under the corporate regulator’s enforcement spotlight in the next 12 months, including the risk management and data s...

INDUSTRY NEWS

ClearView has said it expects to completely exit wealth management by the third quarter of FY25....

INDUSTRY NEWS

Centrepoint Alliance is optimistic of benefitting from licensee switching to grow organically and is set to boost funds under advice via a new investment platform in Octo...

INDUSTRY NEWS

Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....

INDUSTRY NEWS

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 6 days ago
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