Search Page

Displaying results 180181 - 180200 of 182676

 

With the growth in micro-AFSLs and self-licensing, Lifespan chief executive Eugene Ardino is looking to double the number of AFSLs it services through its Lifespan Partne...

Financial planning • 12 December 2023

The FSCP has issued a registration prohibition order against a financial adviser until 2025 for misleading a client through a scaled advice model that excluded an SMSF in...

Financial planning • 12 December 2023

The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....

Expert Analysis • 13 December 2023

JPMAM has partnered with financial technology platform iCapital to give Australian wholesale investors access to its alternative investments suite, while also launching t...

Funds management • 13 December 2023

Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...

Financial planning • 13 December 2023

One in nine Australians aged over 50 expect to have $250,000 in unpaid debt in retirement – debt worries are leading to concerns about their ability to achieve their des...

Financial planning • 13 December 2023

Centrepoint Alliance has appointed two non-executive directors, including one from COG Financial Services which took a 20 per cent stake in the business last month....

People & Products • 13 December 2023

The number of people eligible for the wholesale investor test has risen by more than 700 per cent since its introduction, and advisers need to ensure they are making thei...

Financial planning • 13 December 2023

Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...

Financial planning • 13 December 2023

Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....

Financial planning • 13 December 2023

A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest....

Financial planning • 13 December 2023

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....

Financial planning • 13 December 2023

Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member....

People & Products • 14 December 2023

Former OneVue chair, Gail Pemberton, has been appointed to the group of Link Group as the firm turns its focus to its Retirement and Superannuation Solutions division....

People & Products • 14 December 2023

Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from...

Funds management • 14 December 2023

Some 16 super RSEs are paying over $1 million to their boards of trustees, according to latest APRA data. ...

Superannuation • 14 December 2023

With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...

Financial planning • 14 December 2023

Australian Retirement Trust has announced who its next chief executive will be following outgoing CEO Bernard Reilly’s resignation in September....

People & Products • 14 December 2023

The government has released draft legislation to improve the delivery and accessibility of the adviser exam....

Financial planning • 14 December 2023

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the government’s newly announced policy stance on the se...

Editorial • 14 December 2023
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago