FINANCIAL PLANNING

INDUSTRY NEWS

MLC Expand has appointed retirement specialist Andrew Long to work with advisers and licensees and drive growth for its recently launched retirement solution. ...

INDUSTRY NEWS

Despite banks largely having exited the industry, advisers under institutional licensees are least likely to switch while 26 advisers have been appointed to a licensee mo...

INDUSTRY NEWS

Insignia Financial has shared a progress update on the acquisition by US private equity firm CC Capital as well as the departure of a long-standing director....

INDUSTRY NEWS

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

INDUSTRY NEWS

At the FAAA Congress in Perth this week, HUB24 has announced it is developing myhub, an integrated advice solution designed to address productivity challenges in the indu...

INDUSTRY NEWS

The FAAA has written to over 2,000 affected members to warn them of the upcoming education deadline with the organisation warning the numbers yet to meet the requirements...

INDUSTRY NEWS

HUB24 has taken an equity stake in Finura Group’s digital arm to accelerate the development of its SaaS platform, triggering the separation of Finura’s advisory business....

INDUSTRY NEWS

Coastal Advice Group has announced a rebrand to mark the next phase of the firm as it pushes to hit a target of 15 acquisitions in FY25-26, expanding its national reach a...

INDUSTRY NEWS

Despite the advent of new advice technologies which promise to streamline the adviser-client relationship, research by Praemium and CoreData has found the trust and human...

INDUSTRY NEWS

The FAAA is set to launch an initiative next week to boost adviser numbers, offering support for Professional Year candidates and their supervisors. ...

INDUSTRY NEWS

Advice licensee Centrepoint Alliance could be more open to a proportional takeover bid after shareholders rejected a special resolution around takeover provisions. ...

INDUSTRY NEWS

Global private markets firm Partners Group has appointed a client solutions manager to strengthen its service offering across Australia’s southern states. ...

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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 1 week ago

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

3 months 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...

3 months 2 weeks 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....

2 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....

4 weeks ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

2 weeks 2 days ago
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