FINANCIAL PLANNING

INDUSTRY NEWS

Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...

INDUSTRY NEWS

A second financial adviser has seen their ASIC ban varied this week following a successful appeal to the Administrative Appeals Tribunal. ...

INDUSTRY NEWS

With the 2023–24 financial year behind us, Money Management takes a look back on the financial advice licensees that were hit with enforcement action by ASIC in the past ...

INDUSTRY NEWS

The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...

INDUSTRY NEWS

With the financial advisers register no longer distinguishing those who have used the experienced pathway to provide advice, how will this affect consumers and employers?...

INDUSTRY NEWS

The final ASIC inquiry report has found more than 26,000 reportable situations reports made by licensees during 2022–23 were assessed as requiring no action, while public...

INDUSTRY NEWS

ASIC has released the exam results for its June sitting of the financial adviser exam....

INDUSTRY NEWS

The 2024 calendar year is now expected to report bigger losses than 2023, despite a strong start, as the last two weeks of June have seen heavy triple-digit adviser losse...

INDUSTRY NEWS

The first Delivering Better Financial Outcomes bill has now passed both the Senate and the House of Representatives....

INDUSTRY NEWS

The Delivering Better Financial Outcomes bill has been passed in the Senate following amendments....

INDUSTRY NEWS

Senator Andrew Bragg has released the final report of the ASIC inquiry, making 11 recommendations as to how the corporate regulator can be improved....

INDUSTRY NEWS

A financial adviser describes how he reached “breaking point” over the FASEA system when he falsified his financial adviser exam result, while the judge shares why he var...

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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 16 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 20 hours ago

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

5 days 23 hours ago