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FINANCIAL PLANNING
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....
Financial planning
A veteran self-licensed financial adviser has sought hardship relief from the tripling of the Australian Securities and Investments Commission levy, outlining his complai...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...