FINANCIAL PLANNING

INDUSTRY NEWS

ASIC has reminded AFSLs they have just three business days until obligations come into force to notify ASIC of an adviser accessing the experience pathway within 30 days,...

INDUSTRY NEWS

Data from Adviser Ratings’ upcoming Advice Landscape Report has painted a picture of the average advice practice in 2024, including the profit margins and revenue of top-...

INDUSTRY NEWS

AFSLs need to be prepared for enhanced compliance requirements as new privacy rules will necessitate a thorough look at reviews and processes, especially under the threat...

INDUSTRY NEWS

A group of licensees have put together a petition calling on the government to fix major issues around the CSLR levy and Delivering Better Financial Outcomes legislation....

INDUSTRY NEWS

ASX-listed Prime Financial Group has made two senior appointments of an independent non-executive director and a chief growth officer....

INDUSTRY NEWS

Allianz Retire+ has highlighted why financial advisers should become specialists in guaranteed lifetime income solutions, as well as attracting new clients and strengthen...

INDUSTRY NEWS

As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to ad...

INDUSTRY NEWS

The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is understood this is "a ...

INDUSTRY NEWS

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positio...

INDUSTRY NEWS

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information i...

INDUSTRY NEWS

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...

INDUSTRY NEWS

The Senate economics legislation committee has recommended Schedule 1 of the Delivering Better Financial Outcomes legislation be passed as it is a “faithful implementatio...

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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 23 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 6 hours ago