Research by Finder has found most Australians are making their own financial decisions without an adviser or planner....
The RBA has admitted it believed inflation rates of 7% had been “consigned to the history books” and has increased its expectations to see inflation peak at 8% later this...
The Financial Planning Association of Australia has rejected proposals to ban commissions as it believes it could leave consumers chronically underinsured and dependant o...
Sequoia Financial Group is hopeful that it will be able to “stem the bleeding” in adviser numbers with acquisitions as licensee revenue rises 15.2%....
Michelle Levy has determined “the law is the wrong way round” ahead of the publication of the Quality of Advice Review next month....
ASIC has commenced civil penalty proceedings against fintech Block Earner as it alleges it operated an unregistered managed investment scheme....
The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process....
The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office....
Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...
Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser....
The Australian Securities and Investments Commission has shared information about how the adviser exam will be run in 2023 when it moves to being primarily new entrants....
Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...
First Sentier Investors has appointed Sydney-based Kate Turner as global head of responsible investment to succeed Will Oulton who will retire after 10 years....
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
There is only one licensee group which is showing positive movement over the last 12 months, according to WealthData, while Insignia has taken the lead in hiring provisio...
FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...
ASIC has issued interim stop orders for Perpetual Investment Management to prevent the firm from distributing two funds to retail investors. ...
Despite headlines, there’s not enough evidence necessitating a decrease in portfolio exposures to equities, writes John Lobb....
Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...
The collapse of crypto giant FTX has renewed calls for greater regulation of digital assets and the role of financial advice. ...
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...