FINANCIAL ADVISER

Financial planning

Advisory firm Giles Wade has partnered with US-based Asena Family Office to help it launch an Australian arm offering advice and asset management services. ...

Financial planning

The corporate regulator has banned the former sole director and chief financial officer of Brisbane-based Acquire Strategic Advisers over misleading and deceptive conduc...

Financial planning

Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....

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Financial planning

The rewarding nature of financial advice and the value it brings clients is at the heart of the career, says this adviser. ...

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Financial planning

HR tech platform Striver has supported business students and young graduates with networking and mentorship opportunities in financial advice for over a decade. ...

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Financial planning

Research from Rainmaker Information has revealed the AFSLs that experienced the largest net growth in number of financial advisers last year. ...

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Financial planning

Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023....

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Financial planning

Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....

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Policy & Regulation

Multiple permanent bans to advisers were handed out by the corporate regulator in the last year....

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Financial planning

Advisers who have taken a career break or a secondment by the end of 2021 will not be considered a new entrant when they wish to return to their adviser role but will hav...

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Financial planning

The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice....

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Financial planning

Licensees should not be responsible for individual financial adviser registrations to the corporate regulator as it makes clear these are a statutory obligation and not a...

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Financial planning

Rahul Goel of AR Wealth and Finance in Western Australia has also been charged with three counts of false certification of documents....

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Financial planning

Ahmed Saad has pleaded guilty after operating a scheme to provide illegal early access to super for clients. ...

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Financial planning

There is plenty of competition between dealer groups to take advantage of the uncertainty which has accompanied IOOF’s acquisition of MLC Wealth by recruiting attractive ...

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MARKET INSIGHTS

JOHN GILLIES

tHOSE 989 WHO ARE CEASED WILL GO ON TO LIVE A LONG AND HEALTHY LIFE JG...

4 days 11 hours ago
Chris Cornish

What a sticth-up. Looks like Labor Senator Jess Walsh follows Stephen Jones who follows what the industry super funds ...

4 days 8 hours ago
Peter Swan

This report is a blatant display of far-left factional partisanship, treating superannuation funds as state property and...

4 days 9 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week 5 days ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

6 days 8 hours ago