The number of Insignia advisers has fallen to nearly 1,000, with the advice firm losing 72 advisers to micro-AFSLs over the years. ...
Vanguard research has revealed that Australians who seek advice and have a clear retirement plan have the highest levels of confidence about their future....
The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...
The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive gro...
With growing expectations that the Reserve Bank of Australia will extend its interest rates pause, some believe further hikes aren’t completely ruled out. ...
Despite its history of volatility, emerging markets offer rewarding returns for investors with long-term “emotional grit”, says this Fidelity investment director....
With sustainable investing becoming increasingly popular, 80 per cent of ASX 200 companies now link remuneration to ESG outcomes. ...
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....
According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those ...
ASIC has banned Terence Rio Nugara, director of Skynet Financial Services, for obtaining $1.6 million from misleading clients and enabling the early release of superannua...
A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....
A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....
The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...