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Labor Senator Jess Walsh has pressed the Australian Taxation Office as to why it failed to commission a mass advertising campaign for superannuation stapling changes....

Superannuation • 22 February 2022

Former bank-licensed advisers have opted to move to privately-owned licensees, with a preference for boutiques, according to Adviser Ratings....

Financial planning • 22 February 2022

While 89,000 members have exited an underperforming superannuation fund, more than a million members have opted to remain, according to figures from the Australian Pruden...

Superannuation • 22 February 2022

HUB24 has reported its net profit after tax grew to $14.2 million for the half year ended 31 December, 2021, which translated into a 103% growth year-on-year....

Financial planning • 22 February 2022

Iress has announced changes to its client-facing commercial team in Australia and New Zealand with Tizzy Vigilante and Kirsty Gross stepping away from the business. ...

People & Products • 22 February 2022

Prime Value Asset Management has strengthened its equities team with the senior appointment of Mike Younger from REST Super as a portfolio manager....

People & Products • 22 February 2022

Bravura Solutions has appointed Paul Dunn as Asia Pacific managing director to scale the firm’s business in the region....

People & Products • 23 February 2022

Over three-quarters of financial services firms have investigated their gender pay, the highest of all industries, according to the Workplace Gender Equality Agency....

Funds management • 23 February 2022

The number of search warrants issued by the Australian Securities and Investments Commission has tripled in the last year....

Financial planning • 23 February 2022

The Association of Financial Advisers is calling on the Government to implement the association’s proposed changes to the “experience pathway” before the next election....

Financial planning • 23 February 2022

The profitability of the average advice business has fallen from 28.2% in 2020 to 24% while clients per business has plateaued, according to research from BusinessHealth ...

Financial planning • 23 February 2022

Australian Ethical has announced a 38% increase in operating revenue and funds under management as it targets a high growth strategy and considers M&A opportunities....

Funds management • 23 February 2022

Challenger chief executive and managing director, Nick Hamilton, has joined the board of the Financial Services Council....

People & Products • 23 February 2022

Mingshi Investment Management is to launch two Australian-domiciled funds for institutional investors after being granted an Australian Financial Services licence (AFSL)....

Funds management • 24 February 2022

As advisers exit the industry, the number of Certified Financial Planners in Australia has declined by 4% but figures globally have now passed 200,000....

Financial planning • 24 February 2022

One and two-year investment horizons are effectively redundant as the volatility of share markets smoothes out over longer periods of time, according to HLB Mann Judd Syd...

Funds management • 24 February 2022

A “wave of grey” is creating opportunities for financial advisers as the number of Australians expected to retire in the next five years increases to 500,000, according t...

Financial planning • 24 February 2022

The Association of Financial Advisers (AFA) is opposing the Government’s ‘clean record’ requirement under its proposed experience pathway as there would be too many unkno...

Financial planning • 24 February 2022

Industry merger activity in the superannuation space has led to revenue for Link’s retirement and superannuation solutions business declining 2.3% while a new chief execu...

Financial planning • 24 February 2022

ClearView Wealth Limited has reported operating earnings after tax of $13.9 million, up 14% on the previous corresponding period, following the sale of its financial advi...

Financial planning • 24 February 2022
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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 5 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 4 days ago

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

1 week 4 days ago
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