Advice firms take ‘leap of faith’ with flexible work weeks

work life balance Tribeca Financial Findex Invest Blue

Recognising the benefits of flexible work weeks on productivity, employee outcomes and engagement, two Australian advice firms have shared their successful trial stories with Money Management.

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Should super funds partner with financial planning firms?

Superannuation Wealth Data financial advice

If super funds are to provide advice, they are encouraged to form agreements with external financial planning firms to expand their footprint beyond the major CBDs, according to Wealth Data.

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The top 10 super funds of the last 10 years

Chant West super funds

Comprising both small and mega super funds, these 10 growth funds have managed to deliver returns over 7.5 per cent per annum consistently for the last decade, according to Chant West.

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Labor defends ASIC’s independence against Senate inquiry

Stephen Jones ASIC Joe Longo senate andrew bragg

The Labor government has hit back at the Senate Economics Reference Committee’s request for evidence from ASIC as it is an independent regulator and suggested it provide the documents privately instead.

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AMP refreshes executive structure for platforms and advice

amp financial advice platforms amp north Matt Lawler Edwina Maloney

AMP has announced a new executive structure for platforms and advice and is actively recruiting a group executive for superannuation and investment.

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ASIC inquiry delayed after regulator defies evidence orders

ASIC Senate Economics Legislation Committee

ASIC has been accused of treating parliament with contempt after failing to follow Senate orders to submit evidence to the Senate Economics Reference Committee.

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Advice firms accounting for two-thirds of remediation

Holley Nethercote complaints remediation licensees compliance

Financial advice licensees account for two-thirds of firms which have implemented remediation in the past 12 months, according to research.

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Which firms got a rap on the knuckles in 1H23?

ASIC APRA federal court

From greenwashing allegations and interim stop orders to fines and penalties, Money Management has rounded up all the disciplinary actions faced by firms in the first half of 2023.

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Personal advice fears hinder super funds’ data collection

APRA ASIC super trustees Retirement Income Covenant

Super funds are demonstrating gaps in their member data, according to a joint APRA/ASIC review, as they are concerned collecting too much information could put them at risk of providing personal financial advice.

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ASIC issues first stop order for life insurance products

ASIC has issued its first interim stop order on two life insurance products from ClearView Life for DDO failures.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 weeks ago

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

1 month ago

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

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 5 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago