FINANCIAL PLANNING

INDUSTRY NEWS

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...

INDUSTRY NEWS

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....

INDUSTRY NEWS

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challen...

INDUSTRY NEWS

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...

INDUSTRY NEWS

Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate....

INDUSTRY NEWS

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....

INDUSTRY NEWS

One year since the FPA and AFA merged, Money Management speaks with FAAA chief executive Sarah Abood on what the combined organisation’s advocacy has accomplished....

INDUSTRY NEWS

As the first quarter of 2024 comes to a close, Money Management looks back on the corporate regulator’s bans and AFSL cancellations in the financial advice sector....

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....

 

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Time to Go

I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...

1 day 9 hours ago
Rob

Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...

1 day 12 hours ago
Time to Go

Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...

3 days 5 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....

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