FINANCIAL PLANNING

INDUSTRY NEWS

There is less than a week to go before ASIC commences a compliance program on 1 August to ensure licensees have correct FAR records, and enforcement action is possible if...

INDUSTRY NEWS

A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC....

INDUSTRY NEWS

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....

INDUSTRY NEWS

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...

INDUSTRY NEWS

Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across al...

INDUSTRY NEWS

A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....

INDUSTRY NEWS

Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024....

INDUSTRY NEWS

Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry. ...

INDUSTRY NEWS

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....

INDUSTRY NEWS

The FAAA’s Phil Anderson has written an open letter calling for a public inquiry to uncover why the case of Dixon Advisory has been so closely guarded given the high volu...

INDUSTRY NEWS

Sequoia Financial Group has confirmed chief executive Garry Crole will remain at the firm until June 2026 but will work on a succession plan for his replacement....

INDUSTRY NEWS

The investment platform has released a suite of improvements for its users, designed to enhance adviser efficiency and optimise client engagement....

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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...

3 days 4 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 8 hours ago

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

5 days 11 hours ago