ADVICE

Financial planning

CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....

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Financial planning

Michelle Levy, reviewer of the Quality of Advice Review, has defended her proposals to allow superannuation funds and banks to provide financial advice. ...

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People & Products

Pinnacle has detailed how strong relationships with advisers has boosted the firm’s distribution success, despite a wider adviser exodus....

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Financial planning

Insignia has detailed the quarterly breakdown of movement among its advisers, reporting both gains and losses in different channels....

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Financial planning

Advisers’ growth expectations have significantly dropped this year with advisers expecting to see average capital growth of just 0.7%....

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Financial planning

Stockspot has taken a contrary view to its digital advice peers in believing the Quality of Advice Review will negatively impact consumers by bringing about a return of p...

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Financial planning

Fees for ongoing advice have risen 33% in a year, according to annual Padua research, with technology cited as a factor to lessen the burden....

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Policy & Regulation

Timeshare company Ultiqa Lifestyle Promotions has been ordered by the Federal Court to pay $900,000 following a ruling its advisers failed to act in consumers’ best inter...

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Policy & Regulation

ASIC has banned a Sydney director for three years after he tried to approach determinations by the Australian Financial Complaints Authority, including for inappropriate ...

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Financial planning

There is a divide between pre-retirees and retirees when it comes to the types of barriers stopping them from seeking advice, according to FPA research....

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Financial planning

Advised Australians are more likely to feel financially secure and satisfied with their current level of wealth, according to FPA’s inaugural Value of Advice study....

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Policy & Regulation

The Australian Law Reform Commission has published its second interim report on changes to financial services legislation including a proposed legislative model. ...

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Financial planning

The Ray White Group’s eight-year battle to break into the Australian financial advice market is over. How did it ultimately fail after so many years trying to succeed?...

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Financial planning

There is a risk that the Quality of Advice Review proposals will solve one problem but create alternative ones regarding avoidance behaviour, according to the Financial P...

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People & Products

Evergreen Consultants has launched a responsible investment questionnaire that advisers can use to help clients understand their beliefs and select RI products for their ...

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 5 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 6 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 6 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago