FINANCIAL ADVICE
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....
Funds management
Research house Investment Trends has made a new hire to head up its Australian sales team....
Financial planning
A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...
Financial planning
Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hi...
Financial planning
Financial stress levels among working Australians has reached its highest point in a decade but few are taking their struggles to a financial adviser, AMP finds. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...