FINANCIAL PLANNING

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. ...

INDUSTRY NEWS

South Australian legal firm Kit Legal has launched an AML/CTF offering to help advisers and other finance professionals manage and meet their regulatory obligations. ...

INDUSTRY NEWS

The ongoing adviser shortage is a key driver behind advisers’ increased use of ETFs and managed accounts, according to an industry expert, fuelled by the need for cost an...

INDUSTRY NEWS

A business consultant believes there is a proven correlation between advice businesses that develop and commit to a clear business plan and those that see higher profit o...

INDUSTRY NEWS

Advice technology solution intelliflo has launched an integration with fintech firm FAYBL to introduce AI capabilities across the intelliflo office offering to boost effi...

INDUSTRY NEWS

ASIC’s court case with Interprac is causing advisers to explore the possibility of self-licensing, according to My Dealer Services, as they observe the reputational damag...

INDUSTRY NEWS

AZ NGA has entered a strategic partnership with a Sydney advice firm with $600 million in assets under advice to support its succession plans and future growth. ...

INDUSTRY NEWS

With complaints on the rise and an expanded jurisdiction, the Australian Financial Complaints Authority is on the hunt for four C-suite roles, three of which are newly-cr...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 weeks 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...

3 months 4 weeks 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 1 day 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 ...

4 days 6 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

3 weeks 4 days ago
moneymanagement logo