FINANCIAL ADVISERS

Financial planning

The federal government has released draft legislation making it easier for financial advisers to demonstrate they have a qualified degree and changing the transitional ar...

Financial planning

Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers....

Policy & Regulation

The release of ALRC’s final report into financial services legislation has highlighted financial advice as a “significant” focus as it seeks to reduce costs and help advi...

Financial planning

Following statistics that thousands of financial advisers are yet to complete their financial adviser registration, ASIC has agreed to extend the deadline. ...

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....

Financial planning

Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam'...

Financial planning

The government has released draft legislation to improve the delivery and accessibility of the adviser exam....

Financial planning

With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...

Funds management

Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to...

Financial planning

A majority of financial advisers believe additional assistance is crucial when communicating geopolitical tensions to clients, an advisory firm has uncovered....

Financial planning

Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...

Financial planning

A new survey has found that less than a quarter of paraplanners hope to become a financial adviser, placing a hurdle in the way of boosting adviser numbers....

Financial planning

Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....

Funds management

The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....

Financial planning

Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...

 

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Never miss the latest news and developments in wealth management industry

Simon J

What do you think the motivation is behind this broadly worded legislation Peter? Is it to make it harder for retail ...

16 hours ago
PETER JOHNSTON- AIOFP

The FSC should have thought about this when they cooperated with O'Dywer/Frydenberg/Hume/FPA/AFA 10 years ago when this...

18 hours 45 minutes ago
Simon J

Sick of it. Canberra is a joke....

19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago