FINANCIAL PLANNING

INDUSTRY NEWS

Insignia Financial’s chief risk officer sheds light why the “multidimensional” risks of operating a financial advice licensee requires a holistic and curious approach....

INDUSTRY NEWS

The top salaries for financial advisers have risen by more than a third in the past year in one state, according to recruitment firm Robert Walters....

INDUSTRY NEWS

Findex has announced private equity firm Mercury Capital will acquire a 40 per cent stake in the company from KKR as it seeks to triple in size in the next five years....

INDUSTRY NEWS

With 4.2 financial advice firms expected to fail per year, what type of problems can occur that could cause a licensee or micro-AFSL to go under?...

INDUSTRY NEWS

Sequoia Financial Group has received a defence and counterclaim from Tim McGowen regarding the acquisition of Informed Investor....

INDUSTRY NEWS

The head of Mayfair 101, James Mawhinney, has been charged with four counts of engaging in dishonest conduct....

INDUSTRY NEWS

Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...

INDUSTRY NEWS

The Joint Associations Working Group has issued a statement urging the government to fix the Quality of Advice Review legislation to prevent an “unworkable” path forward....

INDUSTRY NEWS

Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

INDUSTRY NEWS

With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....

INDUSTRY NEWS

The Federal Court of Australia has pushed back a decision on the class action settlement for two weeks....

INDUSTRY NEWS

Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist....

 

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Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

12 hours 36 minutes ago
Chris Cornish

If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...

13 hours 38 minutes ago
PETER JOHNSTON- AIOFP

Commissioner Hayne recommended Consent Forms to stop Bank Executives [not Advisers] illegally taking fees out of consume...

13 hours 57 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago