FINANCIAL PLANNERS

Financial planning

WA-based HPH Solutions has picked up two awards, as the annually presented award reaches its eighth year. ...

Financial planning

The exodus of financial planners continues as this week saw a further loss of 35 adviser roles, with AMP Financial Planning seeing again the highest number of departures,...

Financial planning

Almost 80% of financial planners, who are registered under the Australian Securities and Investments Commission’s Financial Adviser Register, are men. ...

Financial planning

The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...

Financial planning

With the average cost of a statement of advice having risen to around $2,700 the Financial Planning Association says it’s time to peel back the layers of regulation imped...

Financial planning

Some financial advisers are facing a hefty rise in their dealership fees next year, prompting a senior dealer group chief executive to predict a flight to quality. ...

Financial planning

The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected. ...

Financial planning

A merger of the Financial Planning Association and the Association of Financial Advisers rather than the creation of new financial planning body has emerged as the prefer...

Financial planning

A financial planning and accounting company head has taken the media to task for seeking to tar financial advisers with the one brush when he says the vast majority are t...

Policy & Regulation

It has now called on the Senate to pass the FASEA extension bill, now that the Government has removed the exemption that allows stamping fees on listed investment entitie...

Financial planning

Some of Australia’s largest financial advice groups are facing the problem of too few advisers who are degree qualified leading to the need for strong succession planning...

Financial planning

Adviser communication increased 47% from February to March, according to a North American adviser marketing and research firm. ...

Financial planning

The New Zealand Government has signalled it will slow the pace of regulatory change for the financial services industry to allow it to help consumers move beyond COVID-19...

Financial planning

Synchron has announced the launch of its weekly virtual catch up series to help advisers adapt and conduct business during COVID-19 pandemic. ...

Financial planning

AMP has signalled its preparedness to help advisers and clients through the COVID-19 crisis including insurance premium suspensions in some circumstances. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

4 days 15 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

3 weeks 4 days ago
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