FINANCIAL ADVICE

Financial planning

Matrix Planning Solutions strongly denies report it is looking for a buyer ahead of FOFA changes....

Policy & Regulation

The original intent of the Government's Future of Financial Advice (FOFA) reforms was to create enhanced transparency and better outcomes for investors, but this rhetoric...

Financial planning

New Finsia head Russell Thomas has identified a renewed focus on the organisation's membership as a key priority as he starts his term as chief executive and managing dir...

Financial planning

A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...

Financial planning

AMP chief executive Craig Dunn has outlined how his company will approach the merger with AXA Asia Pacific, stating adviser retention and customer satisfaction will be tw...

Editorial

ASIC did not receive more funding from last Tuesday's Budget but it can expect to do so in years to come as it takes on more responsibility for delivering and overseeing ...

Financial planning

Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...

Financial planning

RI Group, formerly RetireInvest, forms alliance with Tasmanian institution to provide financial advice....

Financial planning

Two people have been banned from providing financial services for five and three years respectively, following separate investigations by the Australian Securities and In...

Financial planning

Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...

Financial planning

Sentiment among Australian financial advisers appeared to be heading down even before last week's Government announcement about the Future of Financial Advice changes....

Policy & Regulation

Money Management wants to know how you feel about the proposed FOFA changes....

Financial planning

IOOF Holdings has acquired a minority stake in boutique financial advice firm Patron Financial Advice....

Superannuation

The Government has been warned of both cost and tax implications from banning all risk commissions within superannuation....

Editorial

Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...

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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 ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks 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 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 ...

2 weeks 6 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 6 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
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