FINANCIAL PLANNING

INDUSTRY NEWS

The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June....

INDUSTRY NEWS

Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the b...

INDUSTRY NEWS

Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's fund...

INDUSTRY NEWS

High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....

INDUSTRY NEWS

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

INDUSTRY NEWS

AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position”...

INDUSTRY NEWS

A former Platinum investment specialist has joined Atrium, the multi-asset investment management arm of Fitzpatricks Financial Group....

INDUSTRY NEWS

Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year. ...

INDUSTRY NEWS

A former licensee director, who failed to report an adviser’s fee-for-no-service conduct, has been banned for three years by ASIC. ...

INDUSTRY NEWS

Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months....

INDUSTRY NEWS

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

INDUSTRY NEWS

Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 4 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago