FINANCIAL PLANNING

People & Products

A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...

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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Editorial

A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...

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Financial planning

AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....

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Financial planning

The Financial Planning Association of Australia’s (FPA) Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations during its 2022 funding round....

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Financial planning

In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...

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Financial planning

Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....

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Financial planning

Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...

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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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Financial planning

With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...

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Financial planning

Aware Super research has found members who receive advice are likely to end up with a higher superannuation balance and withdraw funds at a higher drawdown rate....

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Policy & Regulation

ASIC senior executive leader, Leah Sciacca, has reiterated the corporate regulator “encourages tech and innovation” in the financial services industry. ...

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Financial planning

FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...

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Financial planning

Research by Finder has found most Australians are making their own financial decisions without an adviser or planner....

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Financial planning

Advised Australians are more likely to feel financially secure and satisfied with their current level of wealth, according to FPA’s inaugural Value of Advice study....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

2 days 6 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

2 days 7 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

3 days 6 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....

9 months 1 week 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. ...

8 months 4 weeks ago

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

9 months 1 week ago