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Financial planning
ASIC has announced its finalised industry funding levy, detailing how much licensees will have to pay for the 2023-24 financial year and how it compares to original estim...
Financial planning
The potential $2.7 billion bid for Insignia from US private equity player Bain Capital could be hard for shareholders to resist and would “open the floodgates” for US fir...
Financial planning
The FSCP has issued its second written reprimand this week against an adviser who provided incorrect advice to clients regarding the non-concessional cap....
Financial planning
A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data....
Funds management
NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers ...
Financial planning
National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through it...
Financial planning
The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability....
Financial planning
The proportion of candidates passing the advice exam in 2024 has risen by more than a third but a notable gap exists between those who have qualified and those who are ac...
Financial planning
Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention ...
Funds management
Financial advisers are demonstrating interest in smart beta ETFs, according to VanEck, who are using it as an alternative to active management. ...
Financial planning
The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....
Financial planning
A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years....
Financial planning
ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August....
Financial planning
Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney....
Financial planning
Financial investment advisers have been singled out as a core skill in demand in Australia with the government aiming to attract more skilled migrants to the sector....
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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...