FINANCIAL PLANNING

INDUSTRY NEWS

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

INDUSTRY NEWS

Licensee Infocus Wealth Management has announced it has completed the acquisition of Madison Financial Group, increasing its adviser number to more than 200....

INDUSTRY NEWS

Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....

INDUSTRY NEWS

As the 2023–24 financial year comes to a close, Money Management reviews the financial advisers who fell under the regulator’s enforcement spotlight....

INDUSTRY NEWS

As the financial year comes to a close, ASIC has suspended the AFSL of a Melbourne financial services firm following an investigation by the regulator....

INDUSTRY NEWS

Financial adviser losses this week are 10 times higher than those of the previous week, as many look to switch licensees before the end of the financial year. ...

INDUSTRY NEWS

Some 41 per cent of financial advisers say they have no conflicts of interest in their business, according to Holley Nethercote, indicating a fundamental lack of understa...

INDUSTRY NEWS

The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....

INDUSTRY NEWS

The Responsible Investment Association Australasia has announced an upcoming adviser-focused course to launch next month about ESG integration in advice firms....

INDUSTRY NEWS

ASIC has obtained interim orders from the Federal Court to freeze the assets of a Melbourne advice licensee in order to protect investor funds amid an ongoing investigati...

INDUSTRY NEWS

With the indicative ASIC levy expected soon, the FAAA has queried whether the cost of action against Dixon Advisory will impact the 2023–24 figures. ...

INDUSTRY NEWS

Ahead of the upcoming ASIC inquiry report, Senator Andrew Bragg has criticised the regulator and Labor government for the impact of rising levies on financial advice prac...

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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 20 hours ago

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

1 week 1 day ago

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

3 weeks 6 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 1 day 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 ...

1 week ago

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

6 days 3 hours ago