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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

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
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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 22 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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