Cost vs value: What is keeping Aussies locked out of advice?

iress/Deloitte/report/digital-advice/accessibility-of-advice/

Digital advice may be perceived as a cheaper and easier way to close the advice gap but Iress’ latest advice research reveals consumers are still deterred from accessing it by price and trust.

AUTHOR

Newcastle advice firm sees AFSL suspended over key person omission

ASIC/AFSL/suspension/

ASIC has temporarily suspended the AFSL of a Newcastle-based advice firm after discovering it had unknowingly provided financial services for two years without a key person.

Read more about:

AUTHOR

Shake-up ahead for Platinum Capital LIC investment strategy

Platinum/agm/L1-Capital/

The future strategy and management for the $444 million Platinum Capital listed investment company has taken another turn at the LIC’s annual general meeting.

Read more about:

AUTHOR

‘Not just a compliance tool’: How AI is transforming WT Financial

WT-Financial/AI/advice-business/

WT Financial managing director Keith Cullen has become the latest advice licensee to describe how artificial intelligence is transforming its business as well as plans for two further Hubcos.

Read more about:

AUTHOR

Advice Academy formally launched by FAAA

associations/professional-year/launch/

The Financial Advice Association Australia’s Advice Academy has formally launched, assisting Professional Year candidates and supervisors.

Read more about:

AUTHOR

Relative Return Insider: US shares rebound, CPI spikes and super investment

Podcast/Relative-Return/Shane-Oliver/

| By Staff |

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest shock consumer price index numbers, which rose to 3.8 per cent in October, as well as the shifting US market and calls for super funds to invest in infrastructure projects.

AUTHOR

Equity participation seen as key edge in adviser recruitment

recruitment/equity/financial-adviser/

Equity offerings should be “seriously considered” by advice firms if they want to attract experienced advisers with the option viewed as a major differentiator for candidates seeking their next role.

Read more about:

AUTHOR

Insignia appoints advice leader for super offering

mlc/insignia/MLC-Super/Ignition-Advice/appointments/

Insignia Financial has appointed an experienced financial advice leader as head of education and advice on its Master Trust business, who joins from Ignition Advice,

Read more about:

AUTHOR

Jamieson Coote Bonds co-founder sets up fund distribution business

institutional/wholesale/launch/

A new funds distribution business has launched in Australia, seeking to bring institutional offerings to the wholesale market and led by co-founder of Jamieson Coote Bonds.

Read more about:

AUTHOR

DASH bolsters leadership with dual C-suite appointments

dash/fintech/appointment/

DASH Technology Group has enacted two internal promotions, appointing a chief risk officer and chief commercial officer to strengthen the firm’s governance and operational capabilities.

AUTHOR

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 4 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 2 days 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 ...

5 days 5 hours ago

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

1 day 8 hours ago
moneymanagement logo