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FINANCIAL ADVICE
Financial planning
The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new...
Financial planning
A former Melbourne financial planner, Bradley Grimm, has been sentenced for dishonest conduct regarding the transfer of self-managed super fund assets....
Financial planning
Financial advisers have added at least 5.7 per cent in value to their clients over the past year, according to Russell Investments, and the firm has shared recommendation...
Financial planning
National advisory firm Fitzpatricks Financial Group has appointed Andrew Fairweather as its new group chief executive, replacing Jodie Blackledge who steps back after fou...
Financial planning
Compliance and risk consultancy Assured Support has pinpointed five common compliance mistakes made by financial advice firms, borne from small oversights that can quickl...
Expert Analysis
With more women aged 35-50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina K...
Financial planning
The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....
Financial planning
Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....
Financial planning
E&P Financial Group says outstanding legacy issues related to the Dixon Advisory collapse have been resolved, passing the buck for its compensation onto financial adviser...
Financial planning
Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....
Financial planning
Two victims of Ben Jayaweera, who was sentenced to 12 years in jail this week, described the fraud as “truly heartbreaking” after they lost $260,000 at his hands....
Financial planning
The majority of financial advice practices enjoying revenue growth are putting this towards growing their adviser teams, according to new research....
Financial planning
A wide range of strategic priorities are set to fall under the corporate regulator’s enforcement spotlight in the next 12 months, including the risk management and data s...
Financial planning
Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....
Financial planning
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
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Podcast
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...