FINANCIAL PLANNING

INDUSTRY NEWS

As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AF...

INDUSTRY NEWS

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

INDUSTRY NEWS

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

INDUSTRY NEWS

The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....

INDUSTRY NEWS

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...

INDUSTRY NEWS

An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort....

INDUSTRY NEWS

A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....

INDUSTRY NEWS

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...

INDUSTRY NEWS

The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...

INDUSTRY NEWS

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...

INDUSTRY NEWS

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...

INDUSTRY NEWS

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...

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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 20 hours ago

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

6 days 2 hours ago

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

3 weeks 4 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 6 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 ...

5 days ago

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

4 days 3 hours ago