While the latest advice reforms update left many wanting, the FAAA’s Phil Anderson has suggested that, depending on...

In this episode of The ifa Show, host Keith Ford is joined by independent financial adviser Nathan Fradley to discuss...

The Coalition has thrown its support behind advice and the broader financial services sector, with shadow treasurer...

The head of the recently merged entity has used an address to the CALI conference to back the life insurance industry,...

As dawn rises on the compensation scheme’s one-year anniversary, somehow things have only gotten worse, and adviser...

With the federal budget and election both announced last week, the FAAA’s Phil Anderson has raised concerns about...

According to the firm, this appointment will bolster its operations, supporting the business as it...

The RBA’s new monetary policy board has delivered its first rate decision.

Following an initial agreement in December, the Federal Court has approved the settlement that will result in some...

An AFCA ombudsman has argued that advisers’ ire over the increasing costs of the CSLR should be directed at the...

The model of selling an advice book or practice as an adviser hits retirement has traditionally been the standard exit...

A new report has suggested that advisers may not be doing enough to deliver value for their existing clients, which is...

The digital advice provider has officially launched Ask Otivo, an AI-powered interactive advice assistant to help...

AMP has expanded its platform’s managed accounts investment menu to meet the growing demand from advisers for both...

The global economic turbulence of recent years has put financial markets to the test, with geopolitical tensions,...

The FAAA’s Phil Anderson has explained the association’s stance on super funds being able to collectively charge...

When it comes to dealing with an AFCA complaint, a financial services lawyer suggested that advisers should engage and...

A new report has found that advisers are increasingly turning to managed accounts but some clients are still hesitant...

The financial adviser network has entered into a joint venture with the Australian arm of a New York-based capital...

The corporate regulator has banned a Queensland-based adviser for five years after a review of his advice found he...

Op-Ed As a new election nears, advisers find themselves in much the same position as they were three or more years ago,...

Despite a consistent push from industry stakeholders that managed investment schemes be included in the CSLR, the...

Following 10 consecutive weeks of growth, the financial advice profession has seen its first net loss since early...

A new report has shown that clients’ misplaced confidence in their financial literacy has led some to leave their...

Following the launch of a new integrated business model on Tuesday, the national advisory firm has announced two senior...

In this episode of The ifa Show, hosts Keith Ford and Maja Garaca Djurdjevic are joined by Phil Anderson, general...

According to the outgoing minister, the DBFO reforms “is a policy not of Stephen Jones, this is the policy of the...

The FSU has lauded AMP’s confirmation that it will not use surveillance and monitoring on employees in their homes as...

With significant industry shifts on the horizon for advisers, a new report has shown that smaller practices are...

A national advisory firm has announced its third merger in a year as it lays the groundwork to build an affordable...

Financial Services Minister Stephen Jones will keynote Momentum Media’s Election 2025 event, offering a deep dive...

The FAAA’s Phil Anderson has argued that ensuring it is “feasible” to provide risk advice to younger clients is...

The government had planned to avoid handing down its pre-election budget, which wouldn’t have made a difference for...

With future projections of the CSLR setting financial advisers on edge, a licensee head says it’s a good thing they...

The FAAA has announced a new senior appointment as the association “ramps up its advocacy and policy...

The self-licensing specialist group has secured a partnership with Colonial First State to provide its adviser network...

There was little in the way of news for advisers as the government handed down its pre-election budget, with the...

The FAAA has labelled the DBFO exposure draft a “disappointing outcome”, with CEO Sarah Abood adding that the...

The initial reaction to the latest DBFO announcement from industry stakeholders has been largely positive, but what is...

National advice licensee Infocus has announced a new integrated business model that seeks to drive sustainable growth...

With the federal election just around the corner, a licensee has said that getting advice reforms over the line needs...

In a move that Wealth Architects said would provide “significant runway to expand”, a global firm has taken a...

Ahead of the 2025 federal budget on Tuesday, a poll has found that clients are concerned about how the budget will...

The number of financial advisers has declined from over 28,000 at the start of 2019 to around 15,500 today, creating...

Giving the advice sector a chance to peek under the hood of the government’s advice reform plans is the best that...

The requirements for advice documentation are set to change, but do the differences go beyond just the...

The Sydney-based advice firm has announced a partnership with HeirWealth to help its advisers better meet the needs of...

The outgoing Financial Services Minister has released the latest set of financial advice reforms, with some key...

AMP has pushed back on reports that its new employment contracts grant the company the ability to conduct continuous...

A recent FSCP ruling has highlighted the vague nature of the rules around when an ROA can be provided in place of an...

The ratings house has cited a range of concerns around private credit, from lack of transparency to “dubious...

According to a financial adviser, fundamental changes in the Australian market over recent years have advisers...

According to Wealth Data tracking, Centrepoint Alliance has added multiple advisers from rival licensee...

As rocketing house prices continue to put pressure on Australia’s hopeful home owners, new research has shown that...

While a single fee consent form was one of the wins from the first tranche of DBFO reforms, the FAAA is “not happy...

In what North has called a “game changer for client relationships”, advisers utilising the wrap platform can...

Amid rising demand for managed accounts and global investing opportunities, CFS has unveiled further expansions to its...

The Australian financial advice software provider has unveiled a new tool to help advisers determine clients’...

In this episode of The ifa Show, host Keith Ford is joined by Eugene Ardino, chief executive of Lifespan Financial...

According to the FAAA, a ban on the use of genetic testing results by insurers will drive up premiums for existing...

The corporate regulator should be focusing its resources on issues that could lead to “material consumer financial...

Commissions have dominated discussions regarding risk advice reform of late, however, a risk industry specialist has...

A Melbourne-based financial adviser has taken a “leap of faith”, stepping out to launch her own advice...

The Australian fintech firm has announced a “significant integration” with Class Super to streamline client asset...

The Federal Court has frozen the assets of a man linked to Shield and First Guardian lead generation...

AFCA’s ability to reclassify advice as personal creates an imbalance unless general and wholesale providers are...

After 10 years of working her way in an advice firm, a practice principal said there are three essential tools to...

Though AI has taken the financial advice industry by storm in recent years, practice support staff appear considerably...

The FAAA has set its sights on Australia’s youth, launching a guide to help them build a solid foundation for their...

The Australian life insurer has poached AIA’s investment strategy head to bolster its senior management...

The regulator has applied for Falcon Capital to enter liquidation in the Federal Court, following the assets of the...

Cyber security poses a significant challenge for financial advisers due to the large volume of sensitive client data...

Andrew Sherlock recently celebrated 25 years at Sherlock Wealth. His journey in the financial planning industry has...

The complaints authority has highlighted the intersection of conflicted advice models and SMSFs as being a significant...

Greater efficiency for advisers and the flow-on benefits to clients continue to drive managed account adoption, which...

Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s...

Ord Minnett has added new senior advisers across its Melbourne, Sydney and Gold Coast offices.

The advice technology firm has brought on two new hires, with one from a super fund and the other from accounting...

ASIC convened multiple sitting panels of the Financial Services and Credit Panel between July and October 2024,...

The complaints authority has rebuffed claims that it is blaming advisers for product failures, arguing that ultimately,...

The threat to advisers isn’t going to come from AI any time soon, but it will come from other advisers who learn to...

A 42-year veteran of the advice profession has suggested that specialisation provides a deeper level of value for...

The latest Wealth Data figures show a gain of two advisers over the last week, while one licensee has lost its...

ASIC has permanently banned a Sydney-based financial adviser from providing any financial services.

The two professional associations have announced a reciprocal partnership that aims to expand professional development...

The cost of membership to the complaints authority will increase from 1 July, with CEO David Locke urging firms to...

Lonsec Investment Solutions is set to launch a new alternative asset investment solution for financial advisers and...

New research has revealed that high-net-worth advisers are turning to non-custodial assets to fulfil client demand for...

In this episode of The ifa Show, host Keith Ford is joined by Marc Fabris, founder of Risk Hub, to discuss how...

As Australia continues to have an underinsurance issue, a risk industry specialist said there needs to be greater focus...

The cap on how much the CSLR can pay out to victims of financial misconduct should be in line with what AFCA can award,...

The CEO of the SMSF Association said he is “deeply concerned” about recently reported industrial scale schemes...

The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no...

Over the last decade, Australian net client flows into managed accounts has risen from 4 per cent to 25 per cent,...

Having established several offices across Queensland, NSW and Victoria, the financial advice firm is expanding its...

The corporate regulator needs to provide “greater clarity” on how advisers can provide advice on investing in...

Although communication is one of the pillars of financial advice, an adviser specialising with neurodivergent clients...

The SMSF Association has told a consultation that not having access to the ATO portal is a significant barrier for...

According to new research, women are less confident in their ability to achieve a comfortable retirement but are also...

Funds under management continued to grow over the last year as the managed accounts industry “reaches full...

The financial advice world has made strides in the past two decades when it comes to increasing the visibility of...

The FAAA has encouraged advisers to continue reporting potential wrongdoing to ASIC, however the corporate regulator...

According to a financial adviser, men often have greater confidence in their financial literacy, despite women taking...

State Street predicts that advisers will increase allocations to ETFs by more than 33 per cent during the next...

The global cloud-based technology solutions provider has announced a new integration with Paradino to automate meeting...

The Council of Australian Life Insurers (CALI) has announced its inaugural conference – Wild For Life 2025 – with...

Despite waiting months to respond to Liberal senator Andrew Bragg’s inquiries, Treasury has once again avoided...

The corporate regulator has slapped a Northern Territory adviser with a seven-year ban, with his non-parole period for...

Women are less likely to seek financial advice than men because of concerns around cost, according to new...

Wealth Data has revealed a big week for adviser movements as the profession welcomes triple-digit net gains for 2025...

As activity in the digital advice space ramps up for superannuation funds, the technology firm has hit a new milestone...

The financial services firm is set to enter exclusivity deeds with both Bain and CC Capital after the private equity...

Financial services firms should be limited to providing either advice or product manufacturing, according to the AIOFP,...

Financial advisers have to date been the most heavily hit by CSLR levies, and other industry subsectors are keen to...

Nominations and submissions have now opened for the annual Fund Manager of the Year...

The high-net-worth advice specialist firm has appointed two former Perpetual advisers to shore up its philanthropic...

The life insurer has expanded its advice services for members, aiming to help them navigate the complexities of the...

In this episode of The ifa Show, host Keith Ford is joined by Katherine Spitzkowsky, founder and principal adviser at...

According to a risk advice veteran, the Life Insurance Framework has created an “unfair” environment for risk...

The joint venture between Entireti and AMP has been branded Akumin, with its CEO saying the business will “stand out...

The group of industry associations has said it “strongly supports extending access to the ATO portal to financial...

The SMSF Association has joined the chorus of voices panning the current design of the CSLR, saying it is inequitable,...

While the emergence of digital advice has been met with mixed responses from the profession, an industry expert...

HUB24 and myprosperity have partnered to launch CyberHUB, a digital education resource that aims to help advisers...

The Australian fintech firm has introduced enhancements to its portfolio performance tracking capabilities to help...

In a comprehensive breakdown of the CSLR’s implementation, the FAAA has reiterated the myriad problems with the...

Much has been made of the complaints authority’s use of the “but for” test in determining compensation that lands...

According to a new report, platforms are ramping up their private market exposure as interest in alternative assets...

According to a new report, regulatory changes within the industry are having both a positive and negative impact on the...

When it comes to choosing a research house, an industry consultant has said licensees need to consider the individual...

The cost-of-living crisis, rising interest rates and premiums are the triple threat when it comes to retaining life...

Financial advisers need to leverage their “strong relationships around money and politics” with clients to put...

As the intergenerational wealth transfer gets underway, advisers are urged to be prepared to support their clients,...

Key advice industry stakeholders have formed a committee to standardise fee reporting for SMAs following an explosion...

The prudential regulator has announced it will hold a consultation on capital settings for annuity products.

According to a report from trading platform AUSIEX, advised SMSFs invest more in ETFs and have more diversified...

The corporate regulator has told the Senate that ordinary Australians are “being talked into doing things that really...

Wealth Data has revealed the top licensee owners that have onboarded new advisers, with new entrant numbers nearing...

Sequoia Financial Group’s business simplification program has led to a strong profit growth for the first half of...

After the KKR acquisition of Perpetual’s wealth management and corporate trust business collapsed and the company’s...

Certainty Advice Group has announced it is developing an app for advisers, leveraging AI technology to assess and...

In this episode of The ifa Show, host Keith Ford is joined by the executive director of the Association of...

The opposition has once again taken aim at the slow progress of legislation through the Treasury portfolio during...

The Australian life insurer has reported an 8 per cent bump in both its gross and in-force premiums; however, Q1...

Two individuals with connections to the embattled Shield Master Fund have had their assets frozen.

The Perth-based advice firm has partnered with a Brisbane-based accounting firm, marking its expansion into the...

The national advice firm has filled a newly created senior management position as the group prepares to “enhance and...

The Australian life insurer has announced the appointment of a non-executive director and a new chair after the...

Ahead of the MLC Life Insurance and Resolution Life Australasia merger expected to take place later this year, the...

It is unlikely that any challenge of the legality of the CSLR levy on financial advisers would hold up in court,...

While the FAAA has backed work to end financial abuse of older Australians, it has highlighted the need for “clear...

The advice licensee has reported a 54 per cent increase in revenue for the first half of FY2024–25.

The Queensland-based advice group has doubled its number of support staff through its partnership with the outsourcing...

The FAAA has announced the winner of the Gwen Fletcher Memorial Award for the 2025 summer...

According to a licensee head, no matter who wins the federal election, fixing the CSLR needs to be a top...

A panel of industry experts has argued that super funds lack the incentives to push for greater access to digital...

The firm has reported growing funds under administration for the half-year along with a 45 per cent increase in...

The global investment management firm has appointed a new chief financial officer following Oaktree taking a majority...

According to a new report, financial fears – fuelled by the high cost of living – have pushed more Australians to...

HUB24 has retained its spot as the highest-rated platform, according to Investment Trends, as advisers eye AI-driven...

For decades, financial advisers have focused on building wealth, managing portfolios and, more recently, goals-based...

Ahead of the upcoming federal election, the association said it would support members in building closer relationships...

UniSuper is targeting a broad range of members, with its head of advice explaining that the fund aims to provide...

Iress has announced the completion of its transformation program with a renewed focus on Australian wealth...

The licensee said easing regulations and strong demand for advice have fuelled a solid first half of...

Perpetual has terminated its scheme of arrangement with KKR after an independent expert report concluded the deal is...

While AI promises to be the “silver bullet” for all of the challenges plaguing the advice industry, the...

The complaints authority has said it is “confident” that increasing efficiencies will lead to lower costs, despite...

Following a parliamentary joint committee last year into financial abuse, CALI has released guidance to help insurers...

Among the six financial advisers that left Sequoia Financial Group, four have combined to launch a new AFSL, according...

The financial services business management firm has grown its practice consulting team to help advisers enhance their...

Platform Netwealth has reported its financial results for the first half of FY2024–25, reporting a 46 per cent...

UniSuper is targeting the “missing middle” of members with a new digital advice service in partnership with...

The Albanese government has put forward a bold proposal to tackle the challenges of Australia’s swelling retirement...

The major collapses making the largest impact on the cost of the CSLR levy have largely been related to SMSF advice;...

To meet the growing demand for SMSFs, HUB24 has announced a collaboration with advisers to enhance its SMSF Access...

According to a new report, platform providers are in a race to deliver the most impactful AI tool to the advice...

Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, alongside a...

A former Melbourne-based financial adviser has been unsuccessful after attempting to have his conviction overturned...

In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down what Financial Services...

While overall risk market inflows only saw a marginal increase, a number of Australian insurers reported big wins for...

There is little good news on the horizon for advisers, as Dixon Advisory claims retake the spotlight for an even bigger...

The corporate regulator has put forward changes to the reportable situations regime that would reduce the burden on...

According to an industry veteran, the proposed restrictions for the new class of advisers will prevent them from really...

The Australian life insurer has launched a new learning platform, making it easier for advisers to complete this...

The global advice technology firm has poached the head of Count Financial as it expands its executive leadership...

February’s rate decision has been the most anticipated in over a year.

The director of a mid-size licensee has argued that bickering over whether it’s better to be self-licensed or not is...

The firm enters the second half of FY2024–25 in “great shape”, according to its CEO; however, its total life...

A new report is calling for the development of philosophical guidelines for advisers to provide more consistency in...

Fiducian Group is looking to expand its adviser network both organically and through acquisitions, with a goal of...

While new technologies often over-promise what they can do for the advice profession, a new report has suggested that...

HUB24 has seen 361 more advisers using the platform over the first six months of FY2024–25 and has upgraded its...

The beginning of a new year is a good time to revisit ASIC’s mission and purpose and seek to foster stronger...

The AIOFP has said it has “no choice” but to encourage the advice community to support a Coalition government in...

Following tax liability concerns that threatened to scuttle the deal, Perpetual has confirmed it has received a new...

Following the government’s financial advice education reforms last week, an industry veteran is celebrating it as a...

Financial advisers who wish to implement artificial intelligence in their practices need to change their mindset about...

As commencement of the new Aged Care Act fast approaches, a specialist financial adviser says access to advice is...

New research has indicated that, as the advice profession increasingly trends towards specialisation, the platform...

The failure to get the ban on using adverse genetic test results in life insurance underwriting over the line is an...

Almost a year after it was referred, the parliamentary joint committee inquiry into the wholesale investor test has...

The year has gotten off to a quick start for adviser numbers, with an increase of 89 since the turn of the calendar,...

A new report has revealed that reimagined fee structures, coupled with a perception makeover, may be the key to...

Having successfully completed the advice transaction in December, AMP said it is now poised to drive growth and...

Advisers need to urgently check their Financial Advisers Register status and ensure their records are updated ahead of...

While hiring a general manager is a significant business milestone, Verse Wealth’s new GM has argued that the tipping...

On the back of its deal with AMP, Bravura group CEO Andrew Russell said the tech firm is at the “top of the tree”...

A former Sydney financial adviser has been sentenced after pleading guilty to dishonest conduct.

The Sydney-based licensee has announced the appointment of an industry veteran to its senior team, bolstering its...

The self-licensing specialist group has announced several new or enhanced service offerings for its adviser network as...

In this episode of The ifa Show, host Keith Ford is joined by the chief executive of WT Financial Group, Keith Cullen,...

Five months after announcing it would ban the use of adverse genetic test results in life insurance underwriting, the...

United Global Capital being the largest contributor to the CSLR for the next financial year has upended much of the...

ASIC will continue to conduct a thematic review into SMSF establishment advice focusing on why some clients are advised...

South African-based financial advice and wealth management software firm DMA is set to acquire an 80.1 per cent stake...

Link Wealth Group has acquired a majority stake in a Hobart-based advice firm, expanding its operations into...

As advisers continue to chase cost and time cutting opportunities, an Australian fintech has partnered with Praemium to...

The Financial Services and Credit Panel has suspended an adviser’s registration for two years over a range of...

Both the minister and his shadow agree that the CSLR is not about guaranteeing investment returns.

The government’s adviser education reforms would likely receive bipartisan support; however, the shadow minister said...

Industry associations have largely backed the government’s financial adviser education reforms, however, the FAAA has...

Following an intense year of industry change, Adviser Ratings has suggested that firms should be preparing for the next...

In the complex world of modern cyber security, an expert has suggested that advice firms look to large institutions for...

After almost six months in the role, MLC Life has announced that the acting chief risk officer will officially take...

Just under half (40 per cent) of Australians report that they are using generative AI on a regular basis. However, the...

With human beings as the biggest risk to cyber security, an expert says businesses need to foster a company-wide...

The government will introduce measures to reform financial adviser education requirements to “create a sustainable...

Generation Development Group has announced its acquisition of 100 per cent of Evidentia Group Holdings for $320...

Almost a dozen new entrants and three new licensees joined the advice profession last week, with one AFSL launching...

The corporate regulator has permanently banned a Queensland financial adviser that was found guilty of misappropriating...

Multiple professional bodies have called for “urgent reform” to expand accountants’ ability to provide financial...

In a recommendation that the FAAA said would “address the problems with the CSLR”, the association has called for a...

With the launch of its Retirement Health Check, AMP is the latest super fund to enter the digital advice fray – and...

While technology has delivered mountains of benefits for the advice industry, it has also put new tools in the hands of...

The digital advice provider has announced a new appointment to its board that the firm said would strengthen its...

The FAAA has used its pre-budget submission to lobby the government for PY support payments, ATO portal access, and...

Following a busy year of product developments, the global cloud-based technology solutions provider has unveiled...

The advice platform provider has announced the finalisation of two executive appointments following its acquisition of...

The Senate has approved an extension in the reporting date for its inquiry into the collapse of Dixon Advisory.

In the latest episode of The ifa Show, host Keith Ford is joined by the founder of The Cyber Collective, Fraser Jack,...

Mere months after its acquisition by Nippon Life Group, Resolution Life’s Australasian subsidiary has completed its...

The anger among the advice community over the CSLR levy needs to be focused into “specific strategies that will make...

Convincing professionals from other industries to join the advice profession is at the centre of a new FAAA...

According to the latest findings, the number of advisers operating under a diversified licensee dropped more than half...

Less than a month after Insignia quashed rumours Brookfield had made a takeover offer, the private equity giant has...

The licensee has reported an underlying profit for the first half of FY2024–25 of $2.45 million on the back of...

Despite launching less than six months ago, the Sydney-based advice firm has expanded, welcoming a family office...

The FSCP has given a relevant provider a written direction for additional retirement planning continuing professional...

The government has launched a post-implementation review of the CSLR, but with a broad remit and an election on the...

According to the CEO of Otivo, digital advice could be the solution to Australia’s under-advice woes, allowing six...

According to the latest findings, the December quarter has seen a relative spike in the registration of managed...

Trading platform AUSIEX has broken down the most bought stocks in 2024 across different generations of Australians,...

Indexation of the general transfer balance cap (TBC) to $2 million from 1 July 2025 has created advice opportunities...

The “Longevity Equation” represents one of retirement planning’s most significant challenges: how to ensure your...

On the back of the CSLR announcing a massive increase in the levy for next financial year, the FAAA has slammed the...

The CSLR levy for FY2025–26 will soar past the subsector cap, however, the scheme’s CEO told ifa the lack of...

While some small business owners may think themselves safe from cyber crimes, advisers are warned to take heed because...

The Newcastle-based advice firm has announced a long-term strategic partnership with Merchant Wealth Partners to...

A Perth-based financial adviser has pleaded guilty to a total of five offenses related to the misappropriation of more...

FAAA chief executive Sarah Abood said she was “shocked” at the estimated CSLR levy for 2025–26, with the bill...

Super fund bodies have been quick to thank outgoing Financial Services Minister Stephen Jones for his contributions to...

The FSC chief executive has argued that whoever forms government at the federal election should not just finalise...

Jones has announced a “comprehensive review” of the CSLR following the revelation that the levy estimate for...

The number of financial advisers was up 15 over the last week, while a Melbourne and Perth-based fund manager went from...

A study has revealed that advisers are setting their sights on private markets in 2025 on the back of growing client...

The general transfer balance cap will increase from $1.9 million to $2 million from 1 July following the release of the...

Wealth giant Perpetual has reported “mixed” results across its divisions in 2Q25, according to its latest business...

Recent findings have revealed that around 700,000 Australian retirees could be paying hundreds, if not thousands, in...

The Financial Services Minister has announced he will retire from federal politics at the next...

The Principals’ Community has appointed insurance brokerage Numerisk as the preferred insurance partner for its...

In this episode of The ifa Show, we share a discussion between host Maja Garaca Djurdjevic and associate professor...

According to iExtend, the precarious economic environment, among other factors, is driving more and more Australians to...

While digital advice certainly garnered plenty of attention last year, the CEO of Otivo believes it will become...

As seasoned professionals continue to take the plunge into financial advice, an industry expert says businesses need to...

The Australian financial advice industry rose by more than 20 advisers last week on the back of strong new entrant...

The government has announced plans to develop service standards for all APRA-regulated superannuation funds in the...

The Brisbane-based firm has branched out into the life insurance sector and expanded its reach into regional Australia...

Among the most significant issues within its regulatory remit, ASIC has highlighted unsuitable superannuation advice...

The risk of a PY adviser leaving once they complete their training is a considerable roadblock for many advice firms,...

Despite being heralded as the cure for advice inaccessibility, industry consultants say low take-up of digital advice...

As the bidding war for Insignia Financial continues, the firm has announced an internal appointment to its C-suite to...

The corporate regulator has announced the permanent ban of a Queensland-based former adviser that was sentenced to...

The shadow treasurer has not committed to any specific measures, but said any changes to risk insurance regulation will...

According to an aspiring adviser, Australian education institutions need to implement more practical learning...

With traditional adviser training grounds a thing of the past following the exit of institutions from advice, an...

Advisers are hitting the brakes on advice fees after years of steep increases that saw the median cost of advice almost...

The number of advisers in the profession continued to decline during 2024; however, the rate has slowed compared with...

Praemium has seen its highest net inflows in over two years for Q2 FY2024–25 as its Powerwrap platform returns to...

The wealth manager has reported a second consecutive quarter of record performance.

The shadow treasurer has said that while the Coalition backs implementing the QAR in full, it is “not the whole...

The actions of Dixon Advisory parent company E&P Financial and the lack of action from the regulator can’t be...

Insignia has announced a revised bid from Bain Capital, alongside its quarterly business update which pointed to FUMA...

In the latest episode of The ifa Show, host Keith Ford is joined by academic and consultant Dr Katherine Hunt to dive...

A specialist risk adviser has warned that the insurance sector is stuck in an unsustainable cycle of duration...

Both sides of politics need to commit to cutting down “inefficient regulation”, according to the FSC, with a range...

While the inclination to help others can make advice an attractive career path for young talent, insufficient education...

While staunchly against Australia’s current advice licensing model, a financial adviser argues that self-licensing is...

According to an industry expert, advisers are cutting back on the number of platforms they use as a means of addressing...

The software provider has followed up the divestment of its superannuation business with confirmation of several...

According to the Grattan Institute, expanding the ability for super funds providing financial advice will not solve the...

With M&A activity off to a strong start in 2025, advisers are being encouraged to consider what they can do in...

AI was a hot topic within financial advice last year, largely driven by the prophesied efficiency gains, but has it...

A Melbourne-based advice firm has teamed up with the Australian Shareholders’ Association to foster greater financial...

The firm has seen a 14 per cent uptick in advisers using the platform compared with a year ago, while its funds under...

A new year is a time for fresh starts and bold ambitions and, for many Australians, achieving financial independence...

The shadow minister has hit out at the government’s “total inaction” on the CSLR’s flaws, with financial...

Though the second tranche of DBFO reforms has caused some anxiety among financial advisers, an industry veteran...

According to recruitment agency Robert Walters, the salary ranges for Australian financial advisers in 2025 are largely...

The financial services technology firm has decided to exit the super industry after a strategic review.

The financial services firm has said it would provide CC Capital with limited access to “non-public” information to...

While Treasury has acknowledged the value of financial advisers having access to the ATO portal, concerns around cyber...

In a tight race against Morgans, AMP Financial Planning has regained the top spot as Australia’s largest individual...

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain...

Vanguard is the fund manager most recommended by advisers to their clients, new research has shown.

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in...

According to an industry veteran, the recent years of change and challenge in the Australian advice industry has...

As financial advisers return to business following the holidays and prepare for the year ahead, Adviser Ratings has...

Advice licensee Entireti has welcomed its first chief investment officer, with the hire aiming to drive its research...

According to new data, the risk insurance sector has taken hits on all sides, revealing widespread decreases in...

The government’s response to freedom of information requests related to the CSLR has left the FAAA “deeply...

The concept of “best” within the advice sector, according to an industry expert, has been conflated beyond its...

The role of artificial intelligence in financial advice is a topic that’s gaining increasing traction, and a...

While the financial advice industry has taken to the use of AI technology relatively fast, specialist high-net-worth...

The cryptocurrency was one of the best-performing assets in 2024, second only to Nvidia, according to new...

Integro Private Wealth has snagged an adviser and a paraplanner from SFR Advisory Group to aid its expanding focus on...

In the latest episode of The ifa Show, host Keith Ford sits down with founder and director of Forte Asset Solutions,...

The Principals’ Community has told the Dixon Senate inquiry that the existence of the CSLR and the way it has been...

The cost of advice was a hot topic in 2024; however, an adviser has noted the lack of mention of AFSLs in the...

The complaints authority has revealed that failure to pay their fees was the leading cause of members being expelled...

The growing high-net-worth client base has continually been identified as an opportunity for financial advisers, but a...

Perth-based Wealth Management Partners is now part of a global insurance brokerage following its acquisition.

From 10 January 2025, new requirements relating to ongoing fee arrangements and product consents now apply. While the...

A former client has told the Dixon Senate inquiry that in-house product promotion allows unscrupulous advisers to use...

According to a recent report, around four in 10 advisers are already using AI in their business in some capacity, with...

The US private equity giant has launched another attempt at acquiring Insignia Financial.

The FAAA’s Phil Anderson has argued that the insights of former Dixon Advisory clients during the inquiry into its...

Following speculation in the media, Insignia has confirmed it has not received a third takeover bid.

The corporate regulator has defended its approach to disclosing conflicts of interest in response to questions from an...

The end of 2024 has seen adviser numbers fall by more than 30, according to Wealth Data, with newly crowned licensee...

The time-saving opportunities of using AI have led a number of businesses to take a chance on the relatively new...

Sitting on the brink of major regulatory reforms, along with the increased capabilities of emerging technologies, the...

The outlook for financial advisers who integrate a strong focus on ESG is positive in 2025, according to a new report,...

Shadow financial services minister Luke Howarth has said accountants are “trusted individuals” and he is open to...

While a number of suggestions have been made to remedy the imposition posed by statement of advice (SOA) requirements,...

As businesses return to work with fresh eyes for the new year, advisers might consider assessing their licensees’...

As interest in ethics-based investing has risen over recent years, members of Australia’s impact investing community...

In an exclusive interview with ifa, shadow financial services minister Luke Howarth has voiced doubts as to the current...

The battle to acquire control of Insignia Financial has seen its share price jump around 35 per cent in less than a...

With thoughts to the year ahead, a life insurance executive believes more needs to be done to serve the younger...

While ASFA has celebrated super funds’ strong returns in 2024, it said members should still consider seeking...

The ethical fund manager is looking to enhance support for financial advisers with the appointment of a new business...

The AIOFP has kicked off 2025 with a continuation of its “swinging voter” election strategy, which it said aims to...

The CSLR, DBFO reforms and the wholesale client thresholds will continue to be an issue to watch in 2025, according to...

With Australia’s next federal election looming nearer, a financial adviser has argued the need for a unified voice...

According to new research, Gen X has officially overtaken Baby Boomers in property wealth and shares as the older...

The financial planning profession is built on a foundation of technical expertise, intricate theories and carefully...

Independent financial adviser Nathan Fradley explains why he is feeling optimistic about the coming year as part of...

Having recently launched a standalone practice, this financial adviser believes the “underserviced” segment of...

The Senate inquiry into the collapse of Dixon Advisory will keep parent company E&P Financial Group in the public...

Insignia Financial has announced that a second US firm has made a takeover bid, coming in over the top of Bain...

Director of Wealth Planning Partners, Amanda Cassar, explains how the profession has grown over 2024 as part of ifa’s...

Financial adviser and co-founder of Fox & Hare Financial Advice, Glen Hare, explains how the profession embraced...

Everyone has a podcast these days, right? Get motivated for a fresh year at work or just have a laugh with podcasts by...

Senior financial adviser at FMD Financial and the chair of Pro Bono Financial Advice Network (PFAN), Nicola Beswick,...

The managing director of Rising Tide Financial Services, Matt Hale, shares his thoughts on the year ahead as part of...

Looking for something to watch before diving back into work for the new year? Look no further than the ifa watch...

Financial adviser and PlanningSolo founder, Jordan Vaka, explains the importance of community among advisers as part of...

Books penned by financial advisers to keep you engaged and entertained over the holiday...

The first edition of the federal government’s Regulatory Initiatives Grid lists public consultation on exposure draft...

Senior financial planner at Rising Tide Financial Services, Rebecca Pritchard, explains how the profession embraced...

The FSCP has given a relevant provider a written direction after a superannuation rollover resulted in tax bill of over...

2024 is set for a dip in adviser numbers, according to Wealth Data, however, the exits are on track to be more modest...

As the year comes to a close, we reflect on the hot topics for the risk advice sector throughout...

The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however,...

While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession...

Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over...

As advisers put greater focus on providing offerings for high-net-worth investors, research from UBS has found the...

Join us for an exclusive interview as ifa’s Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial...

In an exclusive interview with ifa, shadow financial services minister Luke Howarth said a Coalition government would...

With technology so thoroughly embedded in everyday life, the ability of advisers to utilise digital tools in their...

While the cost of living remains the primary concern among Australians, a new report has found retirees are seemingly...

While risk advice is largely considered to be unprofitable throughout the advice profession, a specialist in this area...

The corporate regulator has launched action in the Federal Court against a cryptocurrency company after more than 500...

Financial services specialist lawyers from Cowell Clarke have raised more concerns over the drafting of the first DBFO...

While advisers are required to develop an intimate understanding of their clients, an industry expert said there are a...

The global cloud-based technology solutions provider said it has delivered 138 customer-driven enhancements over the...

Colonial First State has unveiled a suite of new investment solutions on its FirstChoice and Edge platforms, giving...

Bain Capital’s proposed acquisition “does not adequately represent fair value” for shareholders, according to...

How simple advice is defined will be “critical” if a new class of adviser is introduced, according to an industry...

After representing Queensland in 22 State of Origin matches, NRL legend Cooper Cronk has switched teams, signing on as...

Following a thorough review, AIA Australia has renewed its group insurance partnership with Colonial First State for...

The global investment management firm has finalised its $240 million investment to become AZ Next Generation...

The cost of regulating the financial advice sector is $3.3 million lower than the corporate regulator had estimated,...

The current state of fee consent forms doesn’t benefit anyone, according to the FAAA, and standardisation is...

The impact that a cyber incident can have on an advice firm goes beyond just financial damage, according to an industry...

As a wave of experienced advisers approaches retirement, and demand for financial advice continues to grow, Viridian...

A new report shows Australian clients have taken a shine to model portfolios to the benefit of both them and their...

The corporate regulator has cancelled two AFSLs, one against a Western Australia financial advice firm and one against...

The Financial Services and Credit Panel has handed down a written reprimand to an adviser that it said provided...

Acknowledging that “insolvency law might be hard to change”, the FAAA has argued the CSLR should be able to slug...

AMP Financial Planning has dropped below Morgans Financial as Australia’s largest individual licensee, according to...

While most advisers prioritise the pre-retiree and retiree client market, a new report shows that the younger...

Insignia Financial has confirmed it is “considering” a US private equity giant’s proposal to take control of the...

The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure...

The FAAA has taken aim at the corporate regulator in its submission to the Dixon inquiry, calling its investigation...

As a federal election looms, both the AIOFP and FAAA are pushing for action in specific electorates that are considered...

AMP has announced several changes to its MyNorth Sustainable portfolios, giving its managers greater flexibility to...

In this episode of The ifa Show, host Keith Ford is joined by Kylie Denton, the owner and director of Performance...

The specialist life insurer has “proactively enhanced” several of its trauma products by adopting new definitions...

The two life insurers have announced a merger following the total acquisition of Resolution Life’s Australasian...

ASFA has pushed back on the design of consent forms for ongoing advice fees, arguing that the minister cannot prescribe...

While SOAs are viewed as an onerous obligation by advisers, compliance experts have argued that, once you understand...

The latest data from Australian insurer TAL shows the number of living claim benefits have increased by almost 4,000,...

Hamilton Blackstone Lawyers, a specialist financial services legal firm, has established a new advisory board as...

The central bank has delivered its last rate decision for 2024.

The parliamentary joint committee’s report into financial abuse has called for improvements in the financial abuse...

The panel has kept 24 of its part-time members on for a further three-year term, while the remaining seven will close...

According to Adviser Ratings, the “liberation from SOA requirements” with the coming legislative reforms is an...

The demand for financial advice has reached record highs, especially regarding retirement income, according to the...

Advice businesses continue to evolve, shifting from responding to regulatory change to focusing on opportunities to...

A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct...

Minister Jones’ DBFO announcement has received a mixed response within the financial services sector; however, the...

As the end of the year approaches, many advisers will find themselves attending conferences and other industry events....

The first week of December has seen adviser numbers drop by nine, according to Wealth Data, reversing some of the gains...

The November ASIC adviser exam sitting has seen the highest percentage of pass marks since it began administering the...

The licensee has launched two new platforms, which it said would provide an efficient, cloud-based solution for...

ASIC has banned a South Australian financial adviser from providing financial services for a period of seven...

The shadow minister has said the Coalition will work with the government to “progress any sensible proposals” once...

Although the SMSF Association has said the framework outlined in the second tranche of the government’s DBFO reform...

Despite numerous benefits to documenting business processes, an industry expert has said many advice practices are...

Following a six-month pilot of the program, MiQ Private Wealth will roll out its Yodal-backed estate planning solution...

Following feedback from advisers, AMP has announced the launch of new multi-client reporting capabilities on North...

ifa has announced 36 winners for its 11th annual ifa Excellence Awards.

Treasury has said a diploma-level qualification will ensure NCAs have the “expertise to provide high-quality simple...

The corporate regulator has released the findings from its review of the reportable situations regime, with licensees...

Following the latest update on the DBFO reforms, the general consensus across the super, insurance and fund bodies is...

While advisers are often considered the key player in many practices, according to a business owner, he takes the...

The wealth management platform provider says the partnership will help advisers better meet the evolving needs of their...

In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down Financial Services Minister...

The life insurance industry has pronounced their overwhelming support for Financial Services Minister Stephen Jones’...

Consumers and retail super funds are both losers from the government’s DBFO announcement, according to a licensee...

The FAAA has cautiously welcomed the government’s DBFO announcement, however, CEO Sarah Abood stressed the importance...

The advice profession has scored a victory with the government’s latest announcement, allowing licensees to charge...

The corporate regulator said its investigation into Keystone Asset Management continues to include the financial...

The debate over AFCA’s use of “but for” determinations has played out on multiple fronts over the last week, with...

In the 2023–24 financial year, financial firms of all types reported 4.7 million complaints under the internal...

The ASIC commissioner has argued that when the second tranche of DBFO reforms streamlines statements of advice, record...

While most advisers likely only look closely at their licensee when things start going wrong, an industry executive has...

ifa is proud to announce that research house Lonsec will support the ifa Excellence Awards this...

Independent research has revealed that working Australians are almost three times as likely to insure their material...

The advice industry’s all-talk, no-action approach to the intergenerational wealth transfer is turning this golden...

Much like Marie Antoinette, the Albanese government’s term could end with a guillotine.

The firm has now surpassed $100 billion in funds under administration, comprising $99.5 billion of custodial FUA and...

The Council of Australian Life Insurers has called on the government to introduce legislation banning the use of...

While the name for the joint venture created through the strategic partnership is yet to be announced, its CEO has said...

The corporate regulator has cancelled the AFSL of an advice firm following a client receiving a $62,000 CSLR...

FAAA chief executive Sarah Abood has said she is “raising an eyebrow” at suggestions that any levy above the...

FAAA members have missed out on hearing from both sides of politics thanks to the government’s last-minute attempt to...

The national advisory firm has announced the launch of a new Associate Adviser Program to create a pipeline for the...

Tides have turned on Australian large caps as a survey reveals advisers have begun to favour small cap and fixed income...

After weeks of fluctuating above and below 15,500, adviser numbers have maintained their hold above the line for three...

Luke Howarth has argued that the government needs to “take the razor” to the CSLR’s administration costs, but CEO...

On the opening day of its 2024 congress, the FAAA has said the pillars of members first, grow the profession, and lead...

As awareness for economic abuse increases, TAL’s latest Risk Academy session has provided advisers with essential...

The tailored investment solutions provider has expanded its senior leadership as advisers increasingly demand greater...

In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic are joined by Money Management editor...

The shadow financial services minister has said that while there would have to be consultation, the “unviable”...

The Financial Services Minister has said the second tranche of DBFO reforms will ensure the new class of adviser...

The CSLR has said 80 per cent of claims so far have related to personal financial advice, with the vast majority...

The digital advice provider has announced several new appointments to bulk out its leadership team in the wake of...

Luke Howarth has suggested that the advice profession will be disappointed with the second tranche of QAR legislation,...

In what Insignia Financial CEO Scott Hartley called its “most important initiative” in FY2024–25, the company...

The minister’s special levy discretion has prompted a flurry of concerned submissions to the Senate’s inquiry into...

According to a pair of industry veterans, recent years have seen advisers become increasingly reliant on managed...

The corporate regulator has announced it will consult with industry stakeholders on a range of regulatory guides...

FirstChoice platform users will now be able to cut time spent on administration by utilising the platform’s new...

With the Australian aged care system expected to undergo considerable changes in the coming years, access to affordable...

The future of financial advice is digital – it has to be. With the average cost of receiving financial advice...

Among 20 recommendations that the FSC has delivered to the Senate inquiry, it has pushed the government to take on the...

While the royal commission marked the beginning of a challenging period for financial advisers, with the benefit of...

Jobs and Skills Australia has kept financial investment adviser as an occupation in shortage following it first...

As client capacity has become a top concern for advisers, could paraplanners be the answer to reducing their workload...

The FSCP has handed down a three-month suspension to a financial adviser for incorrectly using three clients’ records...

The shadow financial services minister has used a speech at the ASFA conference to urge swift action in delivering...

The corporate regulator has delivered a swathe of updated guidance documents for financial advisers in line with the...

Clime has opened a new AFSL with eight advisers following its sale of Madison Financial Group earlier this...

As the advice profession scrambles for ways to improve efficiency, an Australian fintech has said advisers need a...

The advice tech company has appointed two new members to its AdviserLogic team, which it says further solidifies its...

Industry has been largely supportive of the Treasurer’s retirement reforms announcement, however, the way it...

According to a new report, efficiency is driving greater profits among top practices, with software platform...

The financial services group has said it will focus on growing its licensee services market share organically, among...

Financial services firm Euroz Hartleys aims to onboard more than 1,000 portfolios to Praemium’s Scope solution as it...

CALI’s CEO has said life insurers aren’t looking to encroach on the “important work” of financial advisers by...

The Financial Services Minister has played down media reports that there have been serious schisms in the consultation...

The accounting body argued it is “inappropriate” that small financial advice practices should “bear the brunt of...

According to a new report, advisers are actively working towards increasing client capacity and profitability, though...

Education provider Kaplan has reminded financial advisers that they must meet their education requirements prior to the...

After the CSLR paid almost $65,000 in compensation to a complainant last month, the corporate regulator announced it...

Following an ASIC referral, a former Brisbane-based financial adviser has been charged over allegations he failed to...

FAAA chief executive Sarah Abood says the association hopes the new class of advisers “doesn’t confuse people...

Despite technology becoming pervasive in the advice process over recent years, a paraplanner of more than 20 years says...

While advisers search for new ways to improve their efficiency, a consultant argues that firms likely have areas in...

The proposed $3 million super tax means advisers should start having conversations with clients around the need for...

While research often portrays technology as a kind of miracle cure for financial advisers’ woes, a new report says...

Deep value investor Warren Buffett once said: “It’s far better to buy a wonderful company at a fair price than a...

Removing Dixon Advisory from the CSLR and getting rid of the ASIC levy are high on the list of priorities that the...

The professional service group has announced its acquisition of StrategyOne Advice Network as it continues to partner...

The super fund said it made the appointment to ensure members have “access to advice that meets their...

According to a new report, while Australians are increasingly feeling unprepared for retirement, access to advice...

The financial services group has expanded its reach with its second equity partnership investment, saying there are...

ifa and principal partner Mortgage Choice are proud to announce 30 winners for the annual Women in Finance Awards...

The FAAA has put its case for fixing the CSLR to Treasury, but what can actually be done to ensure that a compensation...

The corporate regulator has put “misconduct exploiting superannuation savings” right at the top of its list for...

Two weeks of double-digit increases in adviser numbers has seen the profession return to above 15,500 this week,...

AI has quickly worked its way into advice technology, but how much should AI be taking on and how far will it...

New research has revealed that high-net-worth investors are increasingly interested in alternative assets; however,...

The chief executive of the CSLR has explained why he feels a compensation scheme is necessary but agrees that there are...

After five years of intense change, many believe the advice industry has reached the benchmark to be considered a...

The firm has expanded the investment menu on its CFS Edge platform, introducing global signature managed accounts and...

Centrepoint Alliance licensee practices will now be able to access Morningstar AdviserLogic software, marking a...

In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the...

Insurers are required to “do more than just sit on their hands” in relation to reconsidering exclusions, according...

The head of a licensee says that providing compensation on a “but for” case is unfairly costing advisers for...

According to an adviser, timing is the most important factor when it comes to money, with his new book explaining how...

Organisations must go beyond recruiting a diverse workforce and embed a culture of inclusion to reap the benefits,...

Cloud-based technology solution provider intelliflo has launched integration with Capital Preferences’ client...

Ahead of its investor day, the firm has outlined its goal of building out its advice businesses to help “improve...

As the cost of providing advice continues to grow, a financial adviser has launched a petition to reverse a $250...

With advisers now able to move forward with utilising tax deductions on advice fees, many remain hesitant as they...

As the advice industry continues to evolve, a former adviser and paraplanner says those who are able to harness...

An industry veteran says superannuation funds should be doing more to help Australians manage their retirement savings...

North, AMP’s wrap platform, has announced three new senior hires to strengthen the platform’s client servicing,...

There is a third document that a provider of personal advice can use that is less commonly known or used than the...

Liberal senator Andrew Bragg has questioned whether Stephen Jones’ office is the source of the slow progress on...

Australia’s largest bank is set to fully exit the advice space as LGT Crestone announces plans to purchase...

ASIC commissioner Alan Kirkland has continued the regulator’s cold-calling and inappropriate super switching...

According to an industry veteran, after a decade of stalled progress, paraplanners will need to evolve as the...

Two NSW-based financial advice businesses have announced a strategic merger in order to leverage their combined skills...

In dismissing the regulator’s civil action against a former Dixon Advisory director, the judge said ASIC’s use of...

According to an industry expert, advisers should be taking charge of their advice processes to improve efficiency now,...

Several new licensees have kicked off in the last week, according to Wealth Data, with a large number leaving AMP...

Financial advisers say they are turning to specialist advisers to assist them as clients’ advice needs become...

The former head of Elders Financial Planning has launched a course for advisers and financial services professionals to...

Senator Andrew Bragg has grilled Treasury officials on when to expect an exposure draft for the next tranche of...

A massive shift towards privately owned licensees could signal a new era for the financial advice profession, but could...

While financial advisers look to create more efficient processes to both reduce the cost of advice and increase their...

Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI...

In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at...

While commission levels are a major hurdle to advisers writing more risk, an industry expert says improving efficiency...

The Federal Court has ruled against ASIC in its proceedings against Dixon Advisory director Paul Ryan, ordering the...

The corporate regulator has told a parliamentary committee that AFS licensees determining whether an investor is...

The organisation has announced the launch of a campaign to shine a light on the value of financial advice for...

A global investment management firm executive has called for standardised promotion policies to close the “gender...

The central bank has served up a disappointment for punters on Melbourne Cup Day.

While Liberal MP Bert van Manen has introduced a private member’s bill that aims to streamline the provision of...

The FAAA has signed a memorandum with FPSB India to promote “cross-border mobility and professional development for...

The company has struck a deal with an advice firm that would allow FirstChoice members to access professional advice...

Insignia Financial has announced several new appointments to drive innovation in retirement solutions for the...

BT’s technical services team regularly answers questions on superannuation strategies from advisers. In one scenario,...

Coalition backbencher and former financial adviser Bert van Manen has introduced a bill aimed at simplifying the...

The association’s CEO has said the membership is split on whether it should include the new class of advisers,...

While the average adviser sees around 120 clients a year, one financial adviser is aiming for 600 and is already more...

The corporate regulator says it is “very active” in trying to stamp out unlicensed advisers, but it can become like...

A recent report has shown a 55 per cent increase in new entrants last quarter on the back of more than 300 total...

E&P Financial Group, the parent company of Dixon Advisory, has confirmed it will be delisting from the ASX after...

Financial advisers are “uniquely positioned to detect signs of financial abuse”, according to the FAAA, while also...

Rhombus Advisory is among licensees that have seen growth, while overall financial adviser numbers have dipped below...

The corporate regulator has released the figures for breach reports in the 2023–24 financial year, with the number...

According to a specialist, many holistic advisers struggle to work with veterans due to a lack of understanding of...

According to a new report, the number of advice firms considering or already using AI technology has almost doubled in...

At Amplify Wealth Management we understand the challenges you face juggling family, business and career commitments as...

APRA’s latest data has revealed that superannuation funds spent $1.3 billion on advice fees, with the vast majority...

Consultation on the design of consent forms for ongoing advice fees has kicked off, with Treasury noting the...

According to an industry professional, more advisers should be incorporating video communication into their advice...

As discussions continue regarding the proposed changes to aged care advice, an industry professional has argued that...

According to an expert, advisers who successfully utilise emotional intelligence tend to build stronger, and more...

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth,...

The shadow treasurer has said that the next tranche of DBFO reforms should be a collaborative legislative response that...

The complaints authority has confirmed that just 128 complaints related to Dixon Advisory have been closed.

The proliferation of artificial intelligence in financial services opens the sector up to possible issues if licensees...

According to new research, growing interest in private markets presents an opportunity for advisers to help HNW and...

Through the insurer’s profit-sharing model, PPS Mutual members will be awarded a share of more than $3...

More financial advisers should consider aged care advice, providing Australians with “peace of mind” as they move...

The corporate regulator says it aims to increase its transparency in responding to misconduct reports and working with...

The impending US election, coupled with market volatility, has clients raising concerns about their investment...

The Australian life insurer has announced several internal appointments to its executive leadership team in recognition...

Here’s a stat that really stopped me in my tracks recently: nearly 70 per cent of widows leave their financial...

ASIC says the Federal Court’s finding shows the insurer “misled consumers about their rights”.

Advisers have become increasingly essential for quelling fears and preparing Australians for their sunset years as...

The central life insurance organisation has elected a new co-chair to the board and ushered in three new directors,...

As the unemployment rate has remained relatively low in Australia over recent years, advice practices have turned to...

A case study has shown that Australians with pre-existing mental health conditions are experiencing significant...

Cbus Super has unveiled Advice Essentials Plus, a new service offering affordable financial advice to both members and...

Millions of Australians will be stuck in “financial limbo” if the government’s advice reforms continue to be...

An industry professional says young Australians are being “left behind” by the advice profession in favour of older...

Just three new entrants joined the profession this week, while Rhombus Advisory and WT Financial Group were among the...

The FAAA has welcomed relief measures from the corporate regulator that allow greater flexibility in providing an FSG...

With as much as $84 trillion set to be inherited globally, a new report has found that almost half of all advisers...

At WARR HUNT, we believe the foundation of success is a relationship built on trust. It starts with understanding you....

The corporate regulator has cancelled the AFSL of a Queensland-based advice firm currently in liquidation that had...

The profession and the opposition have voiced their concerns regarding the CSLR’s latest announcement, which has...

Insignia Financial reported net outflows of $1 billion in the first quarter of FY2024–25, alongside flat adviser...

The complaints authority’s annual review has shown a significant drop in the number of complaints related to...

Moving life insurance commissions back closer to their pre-LIF levels would be “more reasonable”, according to the...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley...

Advisers are likely to be hit with a higher CSLR levy next year, with the body saying it “anticipates” the next...

According to an industry expert, the evolving super and tax landscapes have made financial advisers essential for...

The corporate regulator has revealed its revenue collected through fees, charges, and supervisory cost recovery levies...

United Global Capital’s “advice model” included cold calls to consumers for a “superannuation health check”...

The financial advice software provider announced it has moved its development team in-house to have a “higher level...

The corporate regulator has cancelled the AFSL and ACL of a timeshare company after the CSLR made a payment to a...

According to a specialist adviser, creating a comfortable environment is the most important factor when working with...

In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139...

The exit of larger players in the financial advice space has ramifications for how firms can implement AML/CTF rules,...

Dixon Advisory’s parent company continues its preparations to exit the ASX, signing an agreement with FinClear to...

My Dealer Services has appointed a new head of strategy as the company looks to expand its reach and service...

Financial advice is a people business. Yet even the most experienced wealth professionals can still struggle to find...

While military spending globally is soaring and a handful of investment managers listing defence-focused ETFs in...

Citing the “significant financial harm” that can befall older Australians who receive unqualified and unlicensed...

While adviser numbers in Australia have dropped dramatically over the last five years, the FPSB says the number of CFP...

Intelligent Planning says it aims to continue its growth as it looks for “like-minded advisers” who share a vision...

A total of 257 financial products were registered in the September quarter, with a much higher than average number of...

Industry experts have suggested that while licensees won’t be “deliberately setting out to block the...

Adviser numbers showed strong improvement during the first quarter of FY2024–25, with Wealth Data revealing the top...

Chief executive Matt Heine says Netwealth’s latest move will help advisers “engage with the next generation of...

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according...

An AUSTRAC executive and the corporate regulator’s general counsel are joining ASIC’s senior executive leadership...

The FAAA has largely backed proposed amendments to the Privacy Act; however it has pushed back against the possibility...

Financial advisers are key to helping younger Australians reach their financial goals, yet just 7 per cent have an...

Otivo and CFS have officially launched their $88 digital advice tool for unadvised FirstChoice members, while...

The platform saw a 76 per cent increase in net cash flows for the September quarter, while AMP’s new partnership for...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and...

The firm had $2.4 billion of total life sales over the quarter, attributing the dip to a $619 million lifetime annuity...

According to recent figures, insurance premiums are down across the board for the year to June...

A think tank is lobbying for property investment advisers to hold an Australian Financial Services Licence and calling...

According to the head of an insurance company, the industry would be better placed investing in building an adviser...

With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of...

The Australian life insurer claims this change will mean nearly 45 per cent fewer clients will need to undertake a...

ART strongly believes that for the new class of financial advisers to be successfully implemented, consumer safety must...

The “sandwich generation” is under mounting financial pressure, driving increased reliance on financial advisers...

HUB24 has reported a 17 per cent quarterly rise in the number of advisers using its platform....

While the government claims to be working to bring down the cost of advice, a financial adviser is arguing that...

E&P Financial Group has delayed its EGM and the vote on its delisting from the ASX to “provide shareholders with...

DASH says the move marks a “significant development” for the future of platform...

Funds under management (FUM) in managed accounts continues to see growth over the first half of the year, according to...

An interesting recent Social Security Review case found that an aged pension recipient gave money to her family to...

Over 300 finalists will compete for awards as ifa celebrates success at the ifa Excellence...

A financial services lawyer has called for clarity on the financial services guide (FSG) requirements for...

A new enterprise agreement has been supported by Insignia staff in a ballot, delivering a four-day work week trial,...

The corporate regulator either cancelled or suspended a total of 269 AFSLs in FY2023–24, though this is a dip from...

The fintech has released a new suite of free tools to its Advisely community platform to help advisers improve...

Instituting a financial literacy test could help create a “more equitable framework” without removing access to...

The trend of double-digit new entrants to advice has continued, while Australia’s largest licensee has led adviser...

Netwealth has seen a record high increase in funds under administration (FUA) over the September...

A Sydney-based advice firm has announced it is going self-licensed after ushering in a new...