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FINANCIAL ADVICE
Financial planning
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...
Financial planning
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation...
Financial planning
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group....
Financial planning
Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real...
Financial planning
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment. ...
Financial planning
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...
Financial planning
ASIC has announced its finalised industry funding levy, detailing how much licensees will have to pay for the 2023-24 financial year and how it compares to original estim...
Financial planning
The potential $2.7 billion bid for Insignia from US private equity player Bain Capital could be hard for shareholders to resist and would “open the floodgates” for US fir...
Financial planning
The FSCP has issued its second written reprimand this week against an adviser who provided incorrect advice to clients regarding the non-concessional cap....
Financial planning
A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data....
Funds management
NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers ...
Financial planning
National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through it...
Financial planning
The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability....
Financial planning
The proportion of candidates passing the advice exam in 2024 has risen by more than a third but a notable gap exists between those who have qualified and those who are ac...
Financial planning
Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention ...
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....