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Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...

Financial planning • 13 December 2023

Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....

Financial planning • 13 December 2023

A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest....

Financial planning • 13 December 2023

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....

Financial planning • 13 December 2023

Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member....

People & Products • 14 December 2023

Former OneVue chair, Gail Pemberton, has been appointed to the group of Link Group as the firm turns its focus to its Retirement and Superannuation Solutions division....

People & Products • 14 December 2023

Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from...

Funds management • 14 December 2023

Some 16 super RSEs are paying over $1 million to their boards of trustees, according to latest APRA data. ...

Superannuation • 14 December 2023

With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...

Financial planning • 14 December 2023

Australian Retirement Trust has announced who its next chief executive will be following outgoing CEO Bernard Reilly’s resignation in September....

People & Products • 14 December 2023

The government has released draft legislation to improve the delivery and accessibility of the adviser exam....

Financial planning • 14 December 2023

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the government’s newly announced policy stance on the se...

Editorial • 14 December 2023

National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...

Financial planning • 15 December 2023

AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue manag...

Financial planning • 15 December 2023

The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date....

Financial planning • 15 December 2023

The FAAA is pushing for a mandated standardised fee consent form to minimise red tape and reduce the cost of financial advice in response to the government’s first QAR tr...

Financial planning • 15 December 2023

The Federal Court has appointed two corporate receivers of Brite Advisors to investigate the $1 billion client pension funds under its management since its assets were fr...

Financial planning • 15 December 2023

2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...

Features • 18 December 2023

Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month....

Funds management • 18 December 2023

TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...

Financial planning • 18 December 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 4 days ago