FINANCIAL PLANNING

INDUSTRY NEWS

AMP chief executive Alexis George has detailed to Money Management how its exit from advice will change the industry, allow greater scale for advisers and a new role for ...

INDUSTRY NEWS

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....

INDUSTRY NEWS

Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...

INDUSTRY NEWS

With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...

INDUSTRY NEWS

New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...

INDUSTRY NEWS

An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....

INDUSTRY NEWS

Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....

INDUSTRY NEWS

The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to v...

INDUSTRY NEWS

The central bank has announced its latest rate decision amid signs of improving inflation in Australia and rumbles of slowing global growth. ...

INDUSTRY NEWS

Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....

INDUSTRY NEWS

Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...

INDUSTRY NEWS

Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....

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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 20 hours ago

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

1 week ago

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

3 weeks 5 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....

3 weeks 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 ...

6 days ago

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

5 days 3 hours ago