ASIC has placed an interim stop order on offers from Finnia Income Ltd in response to deficiencies in the issuer’s target market determination....
Less than half of millennials and Gen-Z say they would be open to using a financial adviser in the future, according to Findex, despite $3.5 trillion expected to transfer...
There has been a steadying of adviser numbers this week as it reports gains following initial high numbers of exits after the financial adviser exam deadline....
Less than 10% of women report they are “well prepared” for their retirement while retirement satisfaction has declined for all categories, according to CoreData....
Passionate paraplanners are incorporating colourful flow charts and even photographs of Teslas into Statements of Advice to support the adviser-client relationship....
With adviser numbers having fallen below 16,000 for the first time this year, there has been a similar decline in the number of licensees, according to Adviser Ratings....
AFA chief executive, Phil Anderson, has clarified Quality of Advice Review proposals regarding obtaining client consent for life insurance commission following a meeting ...
The tech bust has finally hit the likes of Alphabet, Microsoft and Meta, according to Forager, as it considers its tech holdings....
ASIC has accepted a court enforceable undertaking from financial advisory firm Lasarith Pty and its sole director for failure to provide Statements of Advice. ...
Man GLG has launched the Asia Opportunities fund in response to adviser demand for Asian equities....
Practifi has launched a cybersecurity product for Australian advisers in light of the increased risk of hacking....
Insignia Financial has announced enhancements to its Expand wrap to allow greater flexibility for advisers and clients....
Magellan is seeking shareholder approval to increase the maximum non-executive remuneration by $1 million dollars as it seeks two new board appointments....
CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....
The FWX has increased to 73.3 points out of 100, thanks to gender gap improvements in board leadership, education, and underemployment....
One in three Australians say money is a source of conflict in their relationships, according to NAB, highlighting the possible benefits of money management....
Chris Durack, who departed the firm after a decade in November 2021, is to return as chief executive of Schroders Asia Pacific....
The Reserve Bank of Australia has indicated it will not follow the path of the US Federal Reserve by issuing ‘dot plots’ and says there are circumstances when forward gui...
The FPA is recommending another review of life insurance commission as the current proposal “leaves more questions than answers” and presents concerns about the accessibi...
The CEO of national advisory and wealth management firm, Fitzpatricks Private Wealth, will depart at the end of the month....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...