FINANCIAL PLANNING

INDUSTRY NEWS

Australian digital advice fintech moneyGPS has partnered with Lifestyle Asset Management to widen the accessibility of financial advice in Australia. ...

INDUSTRY NEWS

A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone. ...

INDUSTRY NEWS

The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...

INDUSTRY NEWS

AMP Advice’s technical service line has revealed the most common issues its financial advisers are requiring additional support with amid an evolving regulatory environme...

INDUSTRY NEWS

Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses. ...

INDUSTRY NEWS

ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes....

INDUSTRY NEWS

There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028....

INDUSTRY NEWS

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

INDUSTRY NEWS

Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY c...

INDUSTRY NEWS

The Australian Financial Complaints Authority has confirmed that Dixon Advisory is no longer a member, with some 2,773 complaints having been received by the expulsion da...

INDUSTRY NEWS

Veteran fixed income manager Jim Leaviss has announced he will depart M&G Investments after almost 30 years, with the firm appointing his replacement from Schroders....

INDUSTRY NEWS

Over three-quarters of financial advisers say they struggle with staff recruitment, according to BT, as it rounds up the top 10 challenges which plague the industry....

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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 11 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 15 hours ago

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

5 days 18 hours ago