FINANCIAL PLANNING

INDUSTRY NEWS

Shadow minister for financial services, Luke Howarth, has described his counterpart Stephen Jones as being “asleep at the wheel” when it comes to financial advice....

INDUSTRY NEWS

Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....

INDUSTRY NEWS

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

INDUSTRY NEWS

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

INDUSTRY NEWS

North, AMP’s wrap investment platform, has added six new managed portfolios to its investment menu and launched an interactive tool for financial advisers....

INDUSTRY NEWS

The corporate regulator has issued a warning that its logo is being misused to perpetuate a social media scam promoting fake investments....

INDUSTRY NEWS

Advice licensee Sequoia has revealed the outcome of its extraordinary general meeting where a group of shareholders sought to remove chief executive Garry Crole. ...

INDUSTRY NEWS

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...

INDUSTRY NEWS

Former dealer group Libertas Financial Planning has given notice to AFCA to cease membership of the body’s external dispute resolution scheme, meaning victims will no lon...

INDUSTRY NEWS

The board of AFCA has appointed Professor John Pollaers for a second three-year term....

INDUSTRY NEWS

ASIC has detailed to the Senate economics committee why it decided to pursue action against Dixon Advisory rather than the individual advisers involved in the wrongdoing....

INDUSTRY NEWS

AMP chief executive, Alexis George, has shared how she has rebuilt the company since taking over the role three years ago and regained trust in the brand. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 days 9 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 15 hours ago