FINANCIAL PLANNING

INDUSTRY NEWS

Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?...

INDUSTRY NEWS

Financial advice licensee Fiducian has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network....

INDUSTRY NEWS

AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of...

INDUSTRY NEWS

WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...

INDUSTRY NEWS

The Bravura cost-out restructure has been achieved with lower costs and in a faster time than initially expected, CEO Andrew Russell said, allowing the business to return...

INDUSTRY NEWS

Wealth management platform BT and alternative markets data provider Preqin have teamed up to provide financial advisers with greater education and transparency on private...

INDUSTRY NEWS

JANA Investment Advisers has announced it will deliver tailored managed account services to a self-licensed advice firm in Melbourne to meet its diverse client needs....

INDUSTRY NEWS

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

INDUSTRY NEWS

With two years as Count’s CEO under his belt, Hugh Humphrey takes a look back on how the firm has grown from its “subscale” position to Australia’s second-largest advice ...

INDUSTRY NEWS

There have not been any determinations by ASIC’s Financial Services and Credit Panel for the last three months compared to nine bannings by the corporate regulator over t...

INDUSTRY NEWS

Netwealth has seen a “strong start to the year” with FUA up 25 per cent and is hopeful of the AMP advice divestment bringing new clients to the platform....

INDUSTRY NEWS

Money Management understands there are around 90 objections to the AMP buyer of last resort class action, with a settlement hearing due to take place at the end of August...

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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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