FINANCIAL PLANNING

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....

INDUSTRY NEWS

Insignia Financial is holding ‘relatively steady’ onto its rank as Australia’s second-largest financial advice licensee after the Godfrey Pembroke exit but Count is hot o...

INDUSTRY NEWS

Liberal senator Slade Brockman has said the government needs to have a “cold hard look” at the level of regulation in the financial advice space and the costs of running ...

INDUSTRY NEWS

FAAA chief executive, Sarah Abood, has warned changes in the first tranche of the QAR legislation around advice fees documentation could create more work for advisers rat...

 

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 day ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 day 1 hour ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

4 days 1 hour ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks 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 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago