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....
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 advice technology provider Practifi has announced plans to expand further into the Australian market following investment into its data-driven wealth management...
Financial planning support firm Virtual Business Partners has made two appointments in newly-created roles, including a former financial planner. ...
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...
Advisers giving limited advice will need to explain what advice they cannot provide and the implications to fulfil best interests duty....
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...
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...
The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice....
The big four bank will remediate customers of its financial advice business for failure to notify them of corporate actions between 2005 to 2019....
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...
The Financial Planning Association is pushing for the current adviser authorisations issued by licensees to be morphed into professional registrations under the new singl...
The accounting and financial advisory network has acquired Blue Harbour Financial Partners and Henderson Matusch Group....
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...
According to the Association of Financial Advisers, this will help make advice accessible for lower income clients....
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...