Victorian AFSL cancelled amid ASIC investigation

The AFSL of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of an ASIC investigation.

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Majority of Aussies lacking financial confidence: MLC

Less than a third of Australians feel prepared to make effective financial decisions, according to new MLC research, underscoring the peace of mind that advisers bring to clients.

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What ETFs launched for Aussie investors in Q3?

An array of exchange-traded funds were launched over the past three months, including new products from Global X, Betashares and BlackRock.

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National advice group rolls out estate planning solution

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers to offer greater visibility of the process.

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Australian asset managers make board changes

GSFM and Australian Ethical have both made changes to their boards which will take effect this month.

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Capturing income in a ‘higher for longer’ environment

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Backed by ‘significant financial horsepower’: AZ NGA chief on Oaktree deal

AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level” through further M&A.

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Should aspiring advisers complete the exam before PY?

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year.

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Praemium debuts new adviser solution targeting HNWs

The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors.

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‘Overwhelming’ demand for ETFs among financial advisers

Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck.

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