FINANCIAL PLANNING

INDUSTRY NEWS

AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...

INDUSTRY NEWS

ASIC has flagged the 2022 case of RI Advice as an example of the need for cybersecurity measures within a financial services firm as chair Joe Longo warns a cyber attack ...

INDUSTRY NEWS

Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...

INDUSTRY NEWS

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

INDUSTRY NEWS

ASIC has issued information for AFS licensees clarifying what they need to do if their adviser wishes to access the experience pathway....

INDUSTRY NEWS

Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own...

INDUSTRY NEWS

Vital Business Partner has launched a new coaching solution to assist financial advisers and business owners looking to grow their practices and drive efficiencies. ...

INDUSTRY NEWS

ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions....

INDUSTRY NEWS

The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...

INDUSTRY NEWS

The popularity of ETFs, which are approaching $200 billion in Australia, is a potential threat to the advice landscape if consumers opt to invest directly, according to t...

INDUSTRY NEWS

A former AMP financial adviser has urged advisers in the BOLR class action against AMP to object to the “unfair and unreasonable” $100 million settlement sum as the objec...

INDUSTRY NEWS

Two Victoria-based financial advice practices have merged and rebranded as Forbes Fava Saville Financial Planning, as the firm realises the benefits of added scale. ...

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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...

4 days 16 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 23 hours ago