FINANCIAL PLANNING

INDUSTRY NEWS

Two victims of Ben Jayaweera, who was sentenced to 12 years in jail this week, described the fraud as “truly heartbreaking” after they lost $260,000 at his hands....

INDUSTRY NEWS

Insignia Financial has appointed a general manager for brand strategy as it moves to invest heavily in the MLC brand....

INDUSTRY NEWS

Money Management examines the funds under administration growth of three listed Australian platforms for FY24, with two players both achieving a 30 per cent rise....

INDUSTRY NEWS

A former Brisbane financial adviser has been sentenced after being found guilty of a $5.9 million fraud, with the judge describing his actions as “brazen, gross and callo...

INDUSTRY NEWS

The exit of “smaller non-economic advisers” has improved net margin at Sequoia, while the divestment of Morrison Securities boosted its statutory net profit after tax for...

INDUSTRY NEWS

Two former United Global Capital advisers, which entered into liquidation earlier this month, have commenced at a new licensee, while overall adviser numbers have fallen ...

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...

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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 2 days ago

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

3 weeks 2 days ago

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

3 weeks ago
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