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FINANCIAL ADVICE
Financial planning
ASIC has cancelled the AFSL of a Sydney-based financial advice firm, its first licence cancellation of the new year. ...
Financial planning
Confidence in retirement has weakened in Australia rather than strengthened, according to the latest Global Retirement Reality Report from State Street, but over a third ...
Financial planning
ASIC commissioner, Alan Kirkland, has told Money Management that licensees and financial advisers could be in breach of the law and face civil penalties if they fail to m...
Financial planning
Almost 6,000 financial advisers have just two weeks to register with ASIC if they wish to continue to provide advice with the FAAA warning “a lot is at stake” if they rem...
People & Products
As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....
Financial planning
Two Professional Year candidates have shared their thoughts with Money Management on ASIC’s proposed changes to the financial advice exam and what it will mean for their ...
Financial planning
Over half of Australians hope to live to 100 years, according to MetLife, and 90 per cent believe retirement should be redefined to account for a longer lifespan....
Financial planning
A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....
Features
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...
Financial planning
The FAAA is pushing for a mandated standardised fee consent form to minimise red tape and reduce the cost of financial advice in response to the government’s first QAR tr...
Financial planning
Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler document...
Financial planning
The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia....
Financial planning
Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...
Financial planning
Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...
Financial planning
The Perth-based wealth management firm is seeking to expand into eastern states next year as well as strengthen its presence in its home state of Western Australia....
MARKET INSIGHTS
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...