FINANCIAL PLANNING

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....

Financial planning

The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) are planning to merge, with the aim of creating “a united voice for ...

Financial planning

Financial advice technology provider Practifi has announced plans to expand further into the Australian market following investment into its data-driven wealth management...

People & Products

Financial planning support firm Virtual Business Partners has made two appointments in newly-created roles, including a former financial planner. ...

Financial planning

The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...

Financial planning

Advisers giving limited advice will need to explain what advice they cannot provide and the implications to fulfil best interests duty....

Financial planning

The Money Management 2021 TOP Financial Planning Groups survey has found the number of advisers operating under the largest financial planning groups in the country has d...

Financial planning

The acquisition of Paragem and the Financial Adviser Standards and Ethics Authority regime forcing out limited licensees has seen the adviser makeup of Easton Investments...

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....

Financial planning

The big four bank will remediate customers of its financial advice business for failure to notify them of corporate actions between 2005 to 2019....

Financial planning

An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...

Financial planning

The Financial Planning Association is pushing for the current adviser authorisations issued by licensees to be morphed into professional registrations under the new singl...

Financial planning

The accounting and financial advisory network has acquired Blue Harbour Financial Partners and Henderson Matusch Group....

Financial planning

Politicians and financial advisers may see the actions of superannuation funds in denying members the ability to pay external advisers as an issue, but no one has filed t...

Financial planning

According to the Association of Financial Advisers, this will help make advice accessible for lower income clients....

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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’...

1 week 3 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
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