NEWS

Sovereign has backtracked on its plans to give one of its advisers $1 million next year as a reward for writing business. The turnaround comes as the Commonwealth Bank's ...

To look back over the past ten years of the FPA’s National Convention is to take a history lesson in the development of the financial planning industry....

Challenger International has confirmed a new investment for its listed biotechnology private equity fund for retail investors, BioTech Capital....

Dr Jose Ramos-Horta will give both perspective and significance to this year’s FPA national convention theme, ‘Building Bridges – Creating Opportunity.’...

The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...

Delegates attending the Financial Planning Association (FPA) Conventions of the past, have no doubt become accustom to the impressive social events and networking opportu...

The Financial Planning Association of Australia (FPA) has finalised an agreement to sell its professional education program to the burgeoning Indian planning industry....

While the employment market in other sectors, including parts of financial services, is looking decidedly grim in the face of a slowing world economy and the after effect...

Planners are reluctant to seek outside help since it often does not meet their needs. John Wilkinson reports on a group of planners who are now helping other planners to ...

The Financial Planning Association (FPA) has not ruled out a possible increase in membership fees in line with its proposal to modify the association’s membership structu...

Financial planning businesses should put succession plans in place at least 10-15 years before they think they may need it according to Guest McLeod senior partner, Timot...

Three days of speakers, networking and the odd drink can be gruelling but the Financial Planning Association has laboured long to make its tenth convention the high point...

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’...

3 months 1 week ago

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

4 months 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 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours 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 ...

3 weeks 5 days ago

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

1 week 4 days ago
moneymanagement logo