FINANCIAL PLANNING

INDUSTRY NEWS

Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...

INDUSTRY NEWS

The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licen...

INDUSTRY NEWS

The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June....

INDUSTRY NEWS

Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023....

INDUSTRY NEWS

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....

INDUSTRY NEWS

A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm. ...

INDUSTRY NEWS

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

INDUSTRY NEWS

The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new...

INDUSTRY NEWS

Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according...

INDUSTRY NEWS

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

INDUSTRY NEWS

Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategi...

INDUSTRY NEWS

ASIC has identified three situations where it may be difficult for a licensee to assess an adviser’s qualifications and provided case studies of how they should be tackle...

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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...

2 days 2 hours ago

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

6 days 8 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 6 hours ago

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

4 days 9 hours ago