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?...

2 months 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 3 weeks ago

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

4 months 4 weeks ago

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

1 week 5 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 3 days ago

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

3 weeks 1 day ago