FINANCIAL PLANNING

INDUSTRY NEWS

The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...

INDUSTRY NEWS

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...

INDUSTRY NEWS

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...

INDUSTRY NEWS

The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline....

INDUSTRY NEWS

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

INDUSTRY NEWS

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....

INDUSTRY NEWS

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...

INDUSTRY NEWS

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...

INDUSTRY NEWS

With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the reg...

INDUSTRY NEWS

South Australian financial advice and accounting business Perks has extended its paid parental leave program from 12 to 26 weeks, putting it on par with big four firms....

INDUSTRY NEWS

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...

INDUSTRY NEWS

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

2 days 6 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 2 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 day 4 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

7 hours 32 minutes ago