FINANCIAL PLANNING

INDUSTRY NEWS

Sequoia has applied to the Takeovers Panel regarding alleged unethical practice by a group of shareholders seeking to oust its chief executive....

INDUSTRY NEWS

ASIC has cancelled the AFSL of a Gold Coast advice firm, its tenth AFSL cancellation since the start of the year with the majority being advice firms....

INDUSTRY NEWS

Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role rather t...

INDUSTRY NEWS

Career changers, such as accountants and teachers, are a valuable demographic for potential advisers as industry commentators say adviser numbers are “not touching the si...

INDUSTRY NEWS

Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between ...

INDUSTRY NEWS

Betashares chief executive, Alex Vynokur, believes technology advancements will enable banks to return to financial advice in the future as the need for advice is greater...

INDUSTRY NEWS

Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Ad...

INDUSTRY NEWS

The corporate regulator has permanently banned a Melbourne-based financial adviser that “dishonestly attempted to induce clients to transfer their superannuation into a b...

INDUSTRY NEWS

ASIC has announced the Administrative Appeals Tribunal has upheld a former NSW-based adviser’s permanent ban following his conviction for fraud offences....

INDUSTRY NEWS

The Financial Advice Association Australia has released its pre-budget submission, including six key items to help reduce the cost of professional advice and increase its...

INDUSTRY NEWS

Phil Anderson, general manager for financial advice at the FAAA, believes the CSLR levy could reach $100 million if Dixon Advisory complaints are allowed to continue. ...

INDUSTRY NEWS

Proposed legislative changes to safe harbour duty could result in advisers having reduced professional indemnity costs, a joint submission by seven major licensees said....

 

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JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

4 hours 41 minutes ago
So happy to hear this

It couldn't happen to a more worthy organisation - good luck to the heroes coming to clean the place up!...

5 hours 25 minutes ago
Toni Watson

Yes used the money that should have been invested as if it was his own. Thought he was invincible but the house of cards...

5 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 1 week 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 4 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 1 week ago