FINANCIAL PLANNING

Financial planning

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...

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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MARKET INSIGHTS

Jim

Wow. This has been festering unchecked and unsupervised under the Coalition for a decade. Finally a light is being shone...

1 hour ago
R

The risk and cost just isn't worth being an advisor I suspect. I did my DFP qual about 5 years ago 'for fun' and got reg...

2 days 23 hours ago
A concerned member

ART might be reporting that but most of their members are not in that option. Very convenient reporting ART compared to ...

3 days 1 hour ago

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

3 weeks 4 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. ...

2 weeks 4 days ago

The corporate regulator has made a suspension and a cancellation of the AFSL of two Queensland-based firms. ...

3 weeks 3 days ago