FINANCIAL PLANNING

INDUSTRY NEWS

Insignia Financial staff are to trial a four-day work week among multiple benefits agreed through a new enterprise agreement....

INDUSTRY NEWS

Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...

INDUSTRY NEWS

The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassfied as wholesale cinvestrs....

INDUSTRY NEWS

ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended....

INDUSTRY NEWS

Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry....

INDUSTRY NEWS

A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...

INDUSTRY NEWS

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....

INDUSTRY NEWS

A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...

INDUSTRY NEWS

As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....

INDUSTRY NEWS

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

INDUSTRY NEWS

Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...

INDUSTRY NEWS

Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hi...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 7 hours ago

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

5 days 13 hours ago

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

3 weeks 3 days 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 5 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 ...

4 days 11 hours ago

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

3 days 14 hours ago