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FINANCIAL ADVICE
Financial planning
Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...
Financial planning
National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice....
Financial planning
Insignia Financial suffered total net outflows of $1 billion in its first quarterly update for FY25, however reported overall growth in its funds under management and adm...
Financial planning
As Invest Blue looks to quadruple its client base to 60,000 Australians, managing director David Stephen says outsourcing is helping it achieve these growth aspirations a...
Financial planning
National advice firm Wealth Architects has acquired regional advice firm PKF Wealth in Tamworth as part of its strategy to provide financial advice to regional communitie...
Financial planning
Investment and advice complaints to AFCA dropped by over a quarter in FY24 but inappropriate advice remains the most prevalent complaint afflicting the sector....
Financial planning
The financial planning software designed for advisers has rebuilt its platform and brought its development team in-house to better adapt to industry changes....
Financial planning
Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier this month....
Financial planning
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that...
Financial planning
Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed. ...
Financial planning
Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers....
Financial planning
AMP has reported its Q3 results and provided a progress update on the divestment of its advice division to Entireti. ...
Financial planning
Advised Australians are twice as likely to be happy with their financial situations than unadvised consumers, according to Generation Life, but cost and trust are holding...
Financial planning
A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...
Financial planning
Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....
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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...