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FINANCIAL PLANNING

INDUSTRY NEWS

Former dealer group Libertas Financial Planning has given notice to AFCA to cease membership of the body’s external dispute resolution scheme, meaning victims will no lon...

INDUSTRY NEWS

The board of AFCA has appointed Professor John Pollaers for a second three-year term....

INDUSTRY NEWS

ASIC has detailed to the Senate economics committee why it decided to pursue action against Dixon Advisory rather than the individual advisers involved in the wrongdoing....

INDUSTRY NEWS

AMP chief executive, Alexis George, has shared how she has rebuilt the company since taking over the role three years ago and regained trust in the brand. ...

INDUSTRY NEWS

As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...

INDUSTRY NEWS

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base....

INDUSTRY NEWS

AFCA has told the Senate economics committee that alleged losses from Dixon Advisory clients are an estimated $458 million while outlining the concerns it is observing in...

INDUSTRY NEWS

Fiducian’s Auxilium platform has been identified as a strong capability and growth opportunity at the firm, having recently opened up to external advisers for the first t...

INDUSTRY NEWS

Sequoia has delayed its extraordinary general meeting by one day at the request of the Australian government’s Takeovers Panel regarding an application alleging unethical...

INDUSTRY NEWS

O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client ba...

INDUSTRY NEWS

Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers....

INDUSTRY NEWS

Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023....

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MARKET INSIGHTS

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

1 day 14 hours ago

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

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week 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...

4 weeks 1 day ago

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

3 days 10 hours ago

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

3 weeks 3 days ago