Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....
Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...
A Queensland company falsely representing that it managed $6.9 billion for investors and was affiliated with the Financial Services Council has been penalised for false a...
A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....
A University of Southern Queensland study has attempted to measure the progress made towards achieving recognised professional status within the Australian financial plan...
Queensland workers are losing out on more than $1.1 billion a year due to the unpaid super, according to the Industry Super Australia....
This has improved its advice services which comes at no extra cost to members and is accessible outside Brisbane’s normal business hours....
A QSuper survey shows growing concerns for Queenslanders over the rising age of retirement, being able to fund it and increasing healthcare costs....
Integral Private Wealth will open a Queensland office, led by former Westpac adviser Marc Smith and joined by Patrick Duke....
National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....
The ATO has found that there is almost $18 billion of lost super from over 6.3 million accounts....
There will be little or no opportunity for redeployment of the 150 back office jobs within CBA that are to be cut, according to the FSU....
ASIC has permanently banned a former Anne Street Partners Queensland financial planner from providing financial services for dishonest conduct....
ASIC has banned a Sydney adviser and representative of Brisbane-based Protect Ensure from providing financial services for three years for misleading and deceiving client...
A former Queensland financial planner has been jailed for seven years on charges including forgery and fraud....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...