FINANCIAL PLANNING

INDUSTRY NEWS

Melbourne-based investment manager Woodbridge Capital has appointed an origination director for south-east Queensland, strengthening its foothold in the region as part of...

INDUSTRY NEWS

Barings has appointed a new head of Asia Pacific to succeed Duncan Robertson, who will retire after almost two decades with the firm. ...

INDUSTRY NEWS

HUB24 has announced it is developing a lifetime retirement solution with Australian life insurer TAL to expand its suite of retirement offerings for financial advisers. ...

INDUSTRY NEWS

ASIC has launched legal action in the Federal Court against SQM Research and Interprac Financial Planning, citing alleged failures related to the Shield and First Guardia...

INDUSTRY NEWS

While interest in private markets continues to grow, a panel of industry professionals have argued that data and reporting challenges in this sector are limiting accessib...

INDUSTRY NEWS

Evidentia Group, a wholly owned subsidiary of Generation Development Group, has entered into a binding agreement to acquire consulting firm Encore Advisory Group. ...

INDUSTRY NEWS

MST Financial has announced the completion of its acquisition and integration of FIIG Asset Management from AUSIEX, bolstering its leadership team in the process. ...

INDUSTRY NEWS

Ascalon Capital and Evergreen Consultants have penned a merger to bring together their respective strengths to support the firms’ clients and the financial adviser landsc...

INDUSTRY NEWS

Fintech firm WealthX has launched a new platform to help streamline advisers’ client processes leveraging its recent partnership with Padua Solutions. ...

INDUSTRY NEWS

As private markets maintain their position in the spotlight amid ASIC scrutiny, an adviser and an investment specialist have highlighted the growing reliance on AFSLs to ...

INDUSTRY NEWS

Vital Business Partners has thrown its support behind ASIC’s review of advice businesses’ use of offshore service providers, urging business to reassess their own set-ups...

INDUSTRY NEWS

Forbes Fava Saville has announced the appointment of a new senior financial planner, expanding its ranks to help serve clients across its Victoria offices....

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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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