XY ADVISER

Financial planning

Collaborative action to drive transformation must be taken to enable financial advice to be more cost-effective and accessible, according to a documentary by HUB24 and XY...

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Financial planning

Financial advisers are no longer just discussing financial issues with clients and more and more are covering clients’ personal and family problems....

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Financial planning

Advisers needs are not being met given the mass exodus of institutional licensees but advisers are not looking for solutions that re-create what once was but better solut...

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People & Products

Financial adviser social network, XY Adviser, is launching its first equity crowd fund to allow members to own a piece of the firm. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 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 ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 4 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 2 days ago