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FINANCIAL PLANNING
Financial planning
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...
People & Products
A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...
Financial planning
HR tech platform Striver has supported business students and young graduates with networking and mentorship opportunities in financial advice for over a decade. ...
Editorial
A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...
Financial planning
AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....
Financial planning
The Financial Planning Association of Australia’s (FPA) Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations during its 2022 funding round....
Financial planning
In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...
Financial planning
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
Financial planning
Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...
Financial planning
Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....
Financial planning
With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...
Financial planning
Aware Super research has found members who receive advice are likely to end up with a higher superannuation balance and withdraw funds at a higher drawdown rate....
Policy & Regulation
ASIC senior executive leader, Leah Sciacca, has reiterated the corporate regulator “encourages tech and innovation” in the financial services industry. ...
Financial planning
FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...
Financial planning
Research by Finder has found most Australians are making their own financial decisions without an adviser or planner....
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Podcast
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....