FINANCIAL PLANNING

INDUSTRY NEWS

With the first financial adviser exam of the year under the new structure held on 26 March, candidates have described it “tough” despite changes – meaning questions are m...

INDUSTRY NEWS

A former Insignia advice firm Murray Nankivell, specialising in providing advice in regional South Australia, has joined the Count licensee. ...

INDUSTRY NEWS

The Compensation Scheme of Last Resort has officially launched with 11 claims in the first levy period expected to be paid by 30 June 2024, one of which relates to Dixon ...

INDUSTRY NEWS

Former Sydney financial adviser, David Valvo, has been charged in court with 12 counts of dishonest conduct....

INDUSTRY NEWS

Insignia Financial is holding ‘relatively steady’ onto its rank as Australia’s second-largest financial advice licensee after the Godfrey Pembroke exit but Count is hot o...

INDUSTRY NEWS

Liberal senator Slade Brockman has said the government needs to have a “cold hard look” at the level of regulation in the financial advice space and the costs of running ...

INDUSTRY NEWS

FAAA chief executive, Sarah Abood, has warned changes in the first tranche of the QAR legislation around advice fees documentation could create more work for advisers rat...

INDUSTRY NEWS

The FSC CEO will join a long line-up of renowned speakers at the inaugural summit. ...

INDUSTRY NEWS

ASIC has cancelled the Australian financial services licence of a Sydney advice firm with the business having lost more than 30 advisers since the start of 2024, accordin...

INDUSTRY NEWS

Financial Services Council chief executive, Blake Briggs, is urging Minister for Financial Services, Stephen Jones, to take advantage of the QAR opportunity to reduce reg...

INDUSTRY NEWS

AFCA has appointed a senior ombudsman specifically to specialise in Compensation Scheme of Last Resort complaints, with the scheme set to come into force on 2 April. ...

INDUSTRY NEWS

Wealth Data analysis has seen a “significant jump” in gross revenue per financial adviser at eight ASX-listed financial advice licensees, and detailed the range between h...

 

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

5 hours 45 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

7 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 7 hours ago

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

9 months 3 weeks 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 1 week ago

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

9 months 3 weeks ago