FINANCIAL PLANNING

INDUSTRY NEWS

The RBA has made its latest interest rate decision at the the final monetary policy meeting of 2025....

INDUSTRY NEWS

State Street is actively seeking to launch ETFs in the Australian government, corporate and high yield bond space next year in order to capitalise on the phase-out of AT1...

INDUSTRY NEWS

Greater consistency across the ASIC adviser exam has helped boost the number of first-time candidates this year with many opting to sit before undertaking a Professional ...

INDUSTRY NEWS

Financial advice practice Eureka Whittaker Macnaught is in the process of acquiring three firms to boost its annual revenue to $25 million. ...

INDUSTRY NEWS

AMP has partnered with Dimensional Fund Advisors and SouthPeak IM to launch a suite of investment solutions aimed at expanding retail access to traditionally institutiona...

INDUSTRY NEWS

The Financial Advice Association Australia has appealed to licensees to urgently update their FAR records as hundreds of advisers are set to depart by the end of the year...

INDUSTRY NEWS

Demand for robo-advice tools is rising, a report has shown, but this is occurring simultaneously with rising demand for professional face-to-face advice. ...

INDUSTRY NEWS

ASIC has released the results of the latest financial adviser exam, held in November 2025....

INDUSTRY NEWS

Winners have been announced for this year's ifa Excellence Awards, hosted by Money Management's sister brand ifa....

INDUSTRY NEWS

Adviser exits have reported their biggest loss since June this week, according to Padua Wealth Data, kicking off what is set to be a difficult December for the industry. ...

INDUSTRY NEWS

Financial advisers often find themselves taking on the dual role of adviser and business owner but a managing director has suggested this leads only to subpar outcomes. ...

INDUSTRY NEWS

Allianz Retire+ has appointed two individuals to support financial advisers as the firm seeks to expand its presence in the wealth management space. ...

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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’...

3 months ago

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

3 months 3 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...

4 months ago

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 ...

2 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

4 days 12 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 1 day ago
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