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FINANCIAL PLANNING

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...

INDUSTRY NEWS

Shadow minister for financial services, Luke Howarth, has described his counterpart Stephen Jones as being “asleep at the wheel” when it comes to financial advice....

INDUSTRY NEWS

Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....

INDUSTRY NEWS

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

INDUSTRY NEWS

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

INDUSTRY NEWS

North, AMP’s wrap investment platform, has added six new managed portfolios to its investment menu and launched an interactive tool for financial advisers....

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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 week ago

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

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 5 days ago