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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

ASIC has announced the results from the 23rd Financial Advisers Exam cycle held in November, following August’s highest pass mark of the year....

Financial planning • 18 December 2023

The number of financial advisers has stabilised above the 15,600 mark as 2023 comes to an end, while Wealth Data confirms AMP now leads as the largest licensee....

Financial planning • 18 December 2023
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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 21 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 5 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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