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...

Cloud-based technology solution provider intelliflo has launched new business intelligence dashboards to its Australian...

Don’t miss our free, live webcast on 12 November at 11:00am, where you can ask questions directly to our panel of...

Lifespan Financial Planning are one of Australia’s largest privately owned adviser communities. We’re here to help...

The corporate regulator has updated a number of guidance documents for financial advisers on the back of the first wave...

The government’s draft legislation on legacy retirement product conversions has been met with broad support, but the...

As technology becomes increasingly pervasive in every aspect of modern life, Australians have come to expect the same...

Running for its second year, CALI has announced the five winners of its ReCALIbrate grant for women in risk...

The corporate regulator has banned a financial adviser for two years “in the interests of consumer...

While the ATO has provided an updated determination on the tax deductibility of advice fees, CA ANZ’s Tony Negline...

An industry veteran says the ethics CPD requirements are “insulting” and reinforce the notion that advisers are...

The FAAA CEO has called for regulation that increases flexibility for advisers who want to take career breaks to raise...

As Australians continue to navigate the pressures of the rising cost of living, a report has found that financial...

Iress has announced an update to its CEO business structure, while Xplan co-founder Jason Hoang will exit the...

The complaints authority has used its appearance at a parliamentary hearing to reinforce the need for stronger consumer...

There is a need for greater clarification on how financial advisers are required to act in relation to proposed aged...

As many Australians continue to go without financial advice, the profession continues to explore digital advice...

According to new research, a longer life expectancy is triggering a shift in consumer attitudes towards retirement...

Following the announcement of a “board renewal” at its annual meeting, the fintech has announced the appointment of...

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

The legacy of the royal commission continues to haunt Australia’s financial services sector, which now faces an...

While the recent determination regarding the tax deductibility of advice fees can be considered a win, a financial...

Much of the current managed investment scheme regime remains fit for purpose, according to the FSC, but the wholesale...

The Brisbane Magistrate’s Court has dismissed charges that the CDPP laid against a former adviser after no evidence...

Property investment company Global Capital Property Fund Limited is to be wound up, with the Federal Court having...

As financial advice has made significant strides in recent years towards professionalism and rebuilding trust with the...

The third quarter of 2024 saw a strong rise in financial adviser numbers, according to Wealth Data figures, marking an...

A “deterioration of talent” joining Australian politics has prompted the AIOFP to call for degree qualifications...

Gen Z are more anxious about their finances than any other generation, according to new research, but are also...

The FAAA has named the winner for the highest-performing CFP student for the second semester of...

The FAAA’s latest research has shown that not only has trust in financial advisers hit record highs, but the impact...

While AMP’s advice arm is set to come under the Entireti banner, it has announced that a Melbourne-based practice has...

MUFG Pension & Market Services has announced the total acquisition of the Australian digital solutions provider,...

Financial services firm Tribel has partnered with Yodal to introduce an estate planning solution to its network of...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa deputy editor Keith Ford to discuss a...

The firm says this appointment is a result of increased demand for its services from Australians looking to maintain...

The Australian public is in dire need of financial advice and recent moves have shown that if the government can’t...

A quarter of Australians say they would benefit from having access to financial advisers or professionals, new research...

A financial adviser has outlined how forming relationships in the workplace could help women progress in their...

Having earlier noted substantial growth in the HNW investor market, a platform provider has moved towards capitalising...

The insurer says the new offering will give clients the opportunity to access cover for ongoing care...

The opportunity for super funds to service more Australians through digital advice has largely been welcomed, but there...

Many financial advisers would consider working towards a doctorate an unnecessary burden, but this adviser argues...

The opportunity for advisers is growing with super assets per adviser rising 300 per cent, according to new...

Private wealth advisers are under increasing scrutiny by the ATO, says a leading legal...

Following months of speculation, financial advisory group AZ NGA has announced a strategic growth partnership with...

The advice firm has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, while also...

In today’s digital world, clients expect their financial advisers to use the latest technology for a seamless...

ASIC’s proactive crackdown on rogue advisers marks a positive shift, but for single practitioners managing their own...

Dawn Thomas is on a mission to transform how the public views financial advisers.

A recent survey has revealed a growing enthusiasm for ETFs among financial advisers.

Generating documents and taking care of time-consuming tasks have been the most common examples of early AI adoption in...

A new report suggests that advice firms that commit greater resources to technology tend to see higher annual...

Despite the challenges the advice profession has endured over the past five years, professionals believe the royal...

There’s a pressing need to educate young Australians about superannuation and financial responsibility, as many...

A new wealth management firm has launched, with the aim of growing and safeguarding the wealth of high-net-worth...

The acquisition of two AFSLs by PictureWealth Group has seen a shift in financial adviser numbers this week....

Platform HUB24 has taken a minority stake in Reach Alternative Investments to offer a broader range of alternative...

The long-awaited reforms, which were expected to ease the regulatory burden on advisers and lower costs for consumers,...

A majority of advice firms that are embracing new technologies are seeing a considerable revenue...

Both the Treasurer and the PM have confirmed that Treasury is exploring changes to the contentious policy.

Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce...

In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth...

With so few advisers willing to write risk advice, an industry professional is calling for better resources to...

The ATO has released the final determination regarding the tax deductibility of advice fees.

While financial advice continues to be associated with positive outcomes for older Australians, new data has...

Minister Jones is reportedly backing the inquiry into the Dixon collapse and the CSLR, with the FAAA indicating that...

Advice firms need to prioritise soft skills when considering a new hire for their business, according to an advice...

Australia is rapidly approaching a new era in its superannuation landscape, with five funds now classified as “mega...

The central bank has announced its latest rate decision following a month of heightened speculation.

The parent company of the collapsed Dixon Advisory is seeking to delist from the ASX after regulatory proceedings...

Minister Stephen Jones’ recent engagement signals a newfound commitment to addressing the profession’s...

Becoming a business owner, filling the advice gap, and an expected revenue boom should sway young professionals to join...

Financial advisers are in the running to win one of the coveted Women in Finance Awards...

Licensees should have a procedure for advisers to follow if and when they encounter a suspected case of financial...

As the intergenerational wealth transfer begins, effective estate planning is becoming an essential skill for advisers...

The risk advice industry has been through a tough period of change and is facing increasing pressures. The number of...

Advisers spoke up against the recently approved $100 million AMP BOLR settlement, calling it seriously...

The Senate economics references committee is set to probe the Dixon Advisory collapse and its impact on the CSLR, as...

The super fund association’s CEO says the next tranche of DBFO legislation are critical to “ensure that our...

Despite lowering the cost of advice being on the government’s agenda for some time now, a financial adviser says...

The leap from being a solo financial practitioner to running a multi-adviser firm is more than just a natural...

As AI becomes increasingly prevalent in the advice profession, advisers must strike a balance between leveraging its...

As affordability and a shortage of risk advisers continue to limit Australians’ access to life insurance, industry...

The lack of new entrants is an ongoing issue for the financial advice profession; however, a university lecturer says...

Elixir Consulting and Lonsec have quantified the efficiency gains of using managed accounts in financial advice...

Wealth Data has analysed the year-to-date shift in the number of financial advisers providing holistic...

Financial advisers are ideally positioned to identify and address cases of financial abuse; however, an industry...

While informal discussions about tranche two of the DBFO reforms drag on with no clear end in sight, the FAAA remains...

Shadow treasurer Angus Taylor has unveiled the Coalition’s bold new financial services strategy, which includes...

Over 70 per cent of SMSFs are not benefiting from access to professional financial advice, according to a new...

Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who...

In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the...

Most insurance policies are acquired through superannuation funds, leaving many uninformed about coverage...

The inquiry into the collapse of Dixon and its impact on the CSLR will be based on terms of reference that the FAAA has...

The upcoming federal election is anticipated to provide the advice community with a crucial opportunity to advance its...

Trust in Australian financial planners has surged back to pre-royal commission levels, according to data.

In the current environment, client capacity and staff levels are some of the biggest challenges for advice businesses...

Iress has officially launched its digital advice and education solution for superannuation funds and other industry...

An inquiry will probe the collapse of Dixon Advisory and its impact on the CSLR.

A recent poll has confirmed the Coalition’s surge ahead of Labor, reinforcing ifa’s findings that there is a clear...

Advisers are becoming crucial in guiding investors through the complexities of private markets, as interest in these...

Financial services and insurance businesses are the “most enthusiastic” adopters of AI technology, according to new...

As Australians continue to grapple with high inflation and subsequent cost-of-living increases, an employee equity...

When transitioning to a self-licensed model, advisers should approach the process from a strategic business...

The two firms have announced a new online development initiative to support more new entrants in joining the financial...

An annual analysis shows advisers have helped clients balance the competing emotions triggered by strong returns and a...

While he doesn’t believe single adviser practices are being intentionally harmed by the government, a licensee head...

In today’s financial services industry, success hinges less on being the best adviser and more on excelling as a...

The number of high-net-worth investors with unmet advice needs is stable at 58 per cent, but the broader HNW pool now...

A lack of “retirement literacy” is causing Australians to lean heavily on state-funded pensions to finance their...

The financial planning technology firm is eyeing further strategic acquisitions as it reports a 50 per cent...

The industry has recovered most of the losses from the previous week, with one licensee adding six new...

The ongoing consultation on tranche two of the DBFO reforms might be able to avoid the same level of “discussion and...

The principal partner of this year’s Women in Finance Summit has said organisations that practise inclusivity are...

The platform has announced an expanded range that it said will allow advisers to create more bespoke solutions for...

Advisers with outstanding education requirements to remain in the Financial Advisers Register can access two new...

The association says it has written to every member of Parliament to press the case for a public inquiry into the Dixon...

The government still has a chance to reform the broken remnants of advice legislation with seams of gold, but as things...

Regulatory changes within the retirement landscape have been contentious locally, but a new report on global retirement...

The corporate regulator has put product issuers on notice over distribution practises, including doing more to ensure...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann...

Australia’s life insurers have backed the government’s decision to ban the use of genetic test results in life...

The life insurer says the appointments embody the company’s “commitment to the customer experience” and elevates...

The exit of big institutional players is challenging for the profession given the role they play in funding...

Almost half of all advice firms have revenue of less than $500,000, but they still hold value in M&As as businesses...

The ATO’s new private wealth adviser program is targeting practitioners and firms that are making “basic”...

The association has enhanced its tool to connect potential clients with a financial adviser that matches their...

Vital Business Partners has taken a minority equity stake in the digital platform for financial advisers to help fund...

The FAAA has used its response to ASIC’s proposed extension of legislative instruments to push for greater reliance...

With so few advisers providing risk advice, insurance providers should be able to employ “limited advice providers”...

The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30...

The number of advisers fell by 15 over the past week, with Wealth Data saying it is partly due to a lower number of new...

The fintech firm has announced it will be working with a financial services sales and distribution specialist to...

Amid the considerable hype around AI and its seemingly endless possibilities, the technology’s proponents and critics...

There’s a chance of CSLR-related blowback on the advice sector from the embattled Keystone fund, with four licensees...

As advisers look to set out on their own, a licensee head is reminding them to make thorough plans before they start to...

Clients are reporting higher levels of satisfaction with their financial advisers, particularly among those who feel...

With an estimated $3.5 trillion set to change hands by 2050, advisers are utilising a number of strategies to...

Despite objections from some members of the class action, the Federal Court of Australia has approved the AMP BOLR...

Several years after its own senators recommended the scope of the CSLR be extended to encompass managed investment...

While the ABS classification model is being updated to better reflect the financial advice profession, the FAAA says...

ASIC has released the results from the 26th cycle of the exam, with the pass mark at its lowest level since November...

Ahead of her keynote address at the Women in Finance Summit 2024, Ella Baché CEO Pippa Hallas reveals the secrets to...

Australia’s underinsurance issue is no secret, and advisers play a pivotal role in addressing this concern. However,...

After he pleaded guilty to engaging in dishonest conduct in January 2023, a former Melbourne adviser has been sentenced...

Clients deemed to be creditors of Dixon Advisory could receive a payment from the insolvent firm after administrators...

According to a financial adviser, the current bloated form of many statements of advice is not only unnecessarily...

A financial adviser says providing pro bono advice services not only provides an invaluable service to someone in need...

According to a new report, advised investors are at least 5.7 per cent better off than non-advised...

According to a new report, the “horse has bolted” in relation to commission levels, with the complexity of risk...

The AIOFP says it seems “highly unlikely” that the second tranche of DBFO reforms will be debated in Parliament...

Lawyers acting for former ASIC deputy chair Karen Chester have accused the Senate economics references committee of...

Integro Private Wealth has announced that one of its advisers has now become a company shareholder, paving the way for...

After eight years in the role, the CEO of the Sydney-based financial advice firm will step...

Insignia Financial has announced the appointment of former ASIC commissioner Danielle Press to the board of its...

Support for the CSLR as a concept but not how it is currently constructed has become a common refrain from many within...

The fintech firm says the move will help its advisers better manage and utilise client data, driving growth within...

AMP Group bid farewell to four financial advisers last week, as the wider advice profession enjoys a net gain of five...

The financial advice firm has appointed a new partner, the second since the start of the financial year, as it...

Tony Iervasi has been sentenced to 11 years in prison, with a seven-year non-parole period, for his role in the...

Optimising the back office of a financial planning firm can often seem like one of the last major challenges to tackle,...

The QAR lead reviewer has told a Senate committee that the government’s demands of super funds conflict with their...

The regulator says an industry roundtable found advisers and super funds need to up their game when it comes to talking...

A fintech CEO says paraplanners can become “cyborgs” and double their productivity with...

According to an AFCA ombudsman, the most impactful aspects of the conciliation process are often the opportunity to...

Advisers need to intentionally build relationships with clients’ children to increase their chances of successfully...

The qualified adviser name is all but gone, but advisers shouldn’t expect details on the rest of the government’s...

Clime Investment Management has reported a statutory loss of $3.8 million for FY2023–24 following a “challenging...

The number of new entrants in the financial advice profession who have since departed this year has seen an improvement...

Advisers might anticipate heightened client concerns following the release of the latest super performance test...

The firm has announced its funds under advice has reached $34.2 billion, while it now represents 547 advisers.

The wealth giant has seen a statutory loss for FY2023–24 and provided an update on its KKR deal, which will include...

Providing free financial literacy consultations to clients’ children are “essential to develop the capabilities of...

Advisers need to consider how they can transition one-off advice clients into recurring service relationships,...

Advisers will be covering the cost of the Dixon Advisory collapse for years to come through the CSLR, but parent...

The corporate regulator has begun a pilot program for a new digital licensing portal as part of a broader “digital...

As the life expectancy of Australians continues to lengthen, advisers need to ensure their clients’ retirement plans...

Garry Crole says a review of the CSLR recovery program is necessary, after the firm came under fire over the closure of...

Two recent reports have produced competing results around the number of clients the average adviser is managing, though...

According to the head of the FSC, some of the regulations and legislation governing the advice profession need to be...

According to an industry expert, practice scale plays a significant role for advisers when building and managing...

Anja Pannek has urged organisations to measure their recruitment, retention, and incentive strategies to ensure that...

Financial services lawyer Simon Carrodus has informed the AIOFP that advice firms should consider paying the CSLR levy...

Sequoia reports a $24 million statutory net profit after tax, citing the exit of “smaller non-economic advisers” as...

Publisher and entrepreneur Greg Bright, the visionary founder of Momentum Media’s brands InvestorDaily, ifa, and...

Former financial adviser and director Ben Jayaweera has been sentenced to 12 years’ imprisonment for fraud at...

According to an industry specialist, advice firms looking to reap the benefits of outsourcing need to ensure they have...

Two former advisers at the firm, which entered liquidation earlier this month, have commenced at a new licensee, while...

Australia’s hard-working financial advisers are finally seeing some relief after years of facing significant...

While the updated rules around tax deductibility of advice fees are new to advisers, this firm has taken a proactive...

Accountants are a potential gold mine for the advice profession as it scrambles to boost its numbers, if only they...

The Council of Australian Life Insurers has announced that applications are now open for its second annual ReCALIbrate...

The platform has attributed its second half revenue growth to meeting the needs of “sophisticated financial advisers...

A former financial adviser and director of Growth Plus Financial Group has lost a second trial on fraud charges that...

Research from CoreData has shown that just 5 per cent of advisers are satisfied with the government, with regulators...

While it’s very common for an advice business owner to wear multiple hats within their firm – such as adviser,...

A recent survey has revealed that advice businesses are proceeding with caution as they consider bringing on new...

As Australians struggle to manage costs during the current cost-of-living crisis, many are left reconsidering their...

Centrepoint Alliance says it is optimistic it can benefit from licensee switching to grow organically as it reports an...

In its corporate plan for 2024–25, the corporate regulator said it would “continue to provide input into the...

The Australian life insurer has reported hitting $33.7 million in new business sales for the 2023–24 financial year,...

An executive at an accounting industry body has suggested that a discussion around the need for gender quotas in...

Insignia has announced a statutory net loss after tax of $185.3 million, while confirming that adviser numbers fell...

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at...

In notes from its recent life insurance CEO roundtable, APRA said a lack of demand is preventing insurers from...

The Australian life insurer announced it has reduced both its medical and financial evidence requirements for new...

According to a licensee boss, product providers should be contributing to the Compensation Scheme of Last Resort to...

Advice businesses need to embrace technology to service clients for whom their services are currently unavailable due...

The firm has announced that a former Australian Retirement Trust chief executive will take the reins next...

Complex family dynamics are making it more difficult for advisers to create estate plans that will go uncontested,...

According to new research, advisers are “optimistic” that active management can deliver outperformance despite...

The FSCP has issued a warning to an adviser for failing to provide a statement of advice to a client.

As the prospect of the CSLR covering remediation for more insolvent financial services firms grows, getting to the...

Limited advice, a new class of advisers, and maintaining regulatory “guardrails” are among the chief concerns...

The firm has announced double-digit growth in both underlying and statutory profit, while its funds under...

Mergers and acquisitions are driving an increase in the number of ceased licensees, according to Wealth Data.

A blueprint for affordable, accessible, quality advice for more Australians built on solid data foundations.

A CSLR payment has prompted ASIC to cancel the AFSL of former national financial advice business Libertas Financial...

FAAA chief executive Sarah Abood says the association’s meeting with the minister made it clear “how much anger”...

After working with a financial adviser, an accountant of two decades is taking on a new career in the advice...

The Joint Associations Working Group has joined the call for amendments to the controversial $3 million super tax,...

The firm’s earnings hit the high end of its projections, reaching $67 million for the first half of 2024.

The FAAA’s chair and CEO have met with the minister this week to express advisers’ concerns about the CSLR.

The AIOFP is urging advisers to put pressure on marginal seats and tell politicians their “vote is for lease, not...

According to Entireti’s CEO, the exit of AMP from advice signals a new phase for the advice profession’s licensee...

After five turbulent years following the royal commission in 2019, the latest Adviser Ratings report reveals signs of...

According to a fintech CEO, data has the potential to “transform” advice firms and licensees but is currently being...

Failure to ensure that clients kept their existing insurance until their new insurance was in place is among the...

Responding to questions on notice about the impact of the Dixon collapse on the CSLR, Treasury has skated around the...

Fiducian Group has seen net inflows from its adviser network of $281 million in its FY23–24 results, helping...

Advisers need to consider their priorities and goals before starting an advice business as they will define the...

An industry professional believes that career changers joining advice could play an interesting role in client...

The advice platform provider has partnered with alternative investment specialist Preqin to support advisers’...

In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s...

Melbourne financial advice firm United Global Capital (UGC) has entered liquidation following licence...

Becoming self-licensed can give advice businesses greater freedom and flexibility, but it may not be for everyone,...

The FAAA has pushed back against Treasury concerns over professional associations’ “perceived conflicts” as the...

The divestment of its advice business makes AMP North a more attractive platform to independent financial advisers,...

After a tough year in 2022–23, the financial software company said it has “returned to profitability”.

Former federal MP Julia Banks insists that all women can use their personal power to advocate for a more inclusive...

Despite the government amending parts of s99FA that caused the most concern to advisers, a King’s Counsel says the...

Challenger has announced its full-year results, with its lifetime annuity sales up 110 per cent.

The firm says it has increased its market share even as the entire wealth management platform sector has benefited from...

Nominations and submissions have opened for this year’s awards, which includes three new...

Financial advice firms that fail to attract, retain, and motivate their staff face an uphill battle. But there are...

The licensee’s indicative full financial year results have seen its underlying profit before tax improved more than...

When working with a couple, advisers need to be mindful of balancing the needs of each individual party and the couple...

Cost-of-living pressures are highlighting the increasing need for Australians to access financial advice, with CALI...

According to an industry veteran, the profession has room for improvement in the way it charges fees and adds value to...

The Australian life insurer has revealed one in five successful claims are made on mental health...

The corporate regulator has proposed extensions to three legislative instruments that are currently due to expire in...

The "Advisers & Active ETFs 2024" report by J.P. Morgan Asset Management explores the shifting preferences and...

AMP’s longstanding position within the financial advice landscape is set to effectively end, so what’s next for the...

After calling for a public inquiry into the Dixon collapse, the FAAA’s Phil Anderson has broken down the role that...

Since the 2024–25 financial year began, more than 100 new entrants have joined the financial advice...

Expand adds five new investment managers to its menu to “enhance their advice...

The online investment platforms have integrated to streamline the investment process for financial advisers and their...

FAAA chief executive Sarah Abood has flagged concerns that the lower risk process of clients being paid out through the...

A fintech boss says Australia needs the banks and super funds to start delivering simple financial advice to bridge the...

According to the firm, this latest round of enhancements to its client reporting tools will help boost advisers’...

The bank has announced a “strategic partnership” that will see it sell a majority stake of its advice licensees to...

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to...

The Australian life insurer has updated its Health Sense Plus policy, which it says will make it easier for customers...

The head of the CSLR says that building trust in the financial system is a core responsibility of the scheme, which can...

An industry expert says advisers need to “ignore the name, ignore the education requirements, ignore what the...

New research finds that customers with a guaranteed lifetime income product often have an easier time transitioning...

Advice licensee Sequoia Financial Group has announced a new chairman for the second time since April as the firm...

The central bank has announced its latest rate decision amid signs of improving inflation in Australia and rumbles of...

The corporate regulator has told the AIOFP it will only engage with the association in writing following what it says...

The AIOFP’s letter-writing campaign has continued, this time addressing concerns around ASIC’s Dixon enforcement...

The wealth management firm has expanded its team to strengthen its advice capabilities for its family office and...

Advisers need to get better at communicating the value of their services to the clients they want to work with,...

Boutique dealer group Spark Financial has announced it will support youth mental health organisation...

As inflation remains high in Australia and the potential for further interest rate rises looms, investors face a...

ASIC says Dixon clients, at different times, accounted for 80 per cent of the investment in the property fund, calling...

The FSC says the regulatory framework needs to move away from default settings to keep up with the increasingly complex...

Advisers need to consider what they can do now to prepare for the coming legislative reforms, according to an industry...

Wilsons has announced a merger with the Sydney-based wealth management firm and some new additions to its team.

Iress has completed the sale of its UK mortgages arm, representing the fourth and largest divestment successfully...

The shadow financial services minister says the Coalition would look at reducing the sector cap for the CSLR from $20...

A new business is giving advisers the tools to help their clients create a meaningful retirement...

The cancellation of two AFS licensees has caused adviser numbers to drop into the red this week after three weeks of...

According to an industry expert, there should be a spectrum of advisers to serve the needs of Australians at every...

The wealth management firm has extended its deal with Microsoft, underpinning its use of cloud and generative AI...

The corporate regulator has disclosed that its enforcement costs relating to unlicensed advice were close to $4.5...

Scams were a driving force as the number of complaints made to AFCA continues to escalate, though advice did not rate a...

After a successful inaugural event last year, the Women in Finance Summit is returning in 2024 with more business...

In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to break...

CALI expands its network as it welcomes its 20th full member to the...

ASIC has banned a financial services director for 10 years and cancelled the AFSL of his company after he recommended...

The corporate regulator says Evans and Partners had appointed almost 40 advisers who had been Dixon representatives,...

Shadow financial services minister Luke Howarth says he hopes the government “gets it right” on tranche two of the...

New data from Investment Trends shows advisers are actively managing less clients than ever before, prioritising...

Freshwater Wealth has brought on two new advisers after just eight months of...

As TAL prepares to officially usher in its new CEO, the Australian insurer has announced the appointment of a new chief...

Advisers need to focus on changes they can make within their own practices as they begin the long wait for the next...

New research from ASFA has found that young Australians are trusting social media for financial advice – putting them...

New research by AMP suggests Australians are reluctant to discuss wealth matters across generational lines, potentially...

Financial planning professionals should be having conversations with their clients as soon as possible about their aged...

A new report suggests an opportunity for financial advisers amid the growing ESG investor...

Using AI can be frustrating at times. There’s so much said about its potential, but it’s often hard to figure out...

While many within advice remain unsatisfied with the stewardship of the financial services portfolio, the minister made...

The strong growth trend for adviser numbers to kick off the new financial year has continued, with double-digit growth...

More advisers than ever are using managed accounts, but finding a partner that meets the needs of your firm is key to...

Advisers need to utilise client portals to ease the intergenerational wealth transfer and provide additional security...

The regulator has banned a financial adviser for five years and cancelled his firm’s AFSL.

The lack of visibility and consistent regulatory instability are stopping prospective talent from entering the advice...

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice...

The advice profession could see its revenue increase considerably in the coming years as they increase their client...

ifa is now accepting nominations and submissions for the Women in Finance Awards, to be held in November...

Research reveals that prospective clients undervalue the cost of advice by as much as 80 per...

The AIOFP has sought answers from the Financial Services Minister over a former Dixon Advisory senior manager now...

With the exit of banks and the increase of independent financial advisers, an ex-commissioner of ASIC argues that the...

Alternative products have remained the most popular type of managed investment product registered for the third...

Perpetual has seen another difficult quarter for asset management with outflows of $8.9 billion over the three months...

In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at...

An industry specialist is reminding risk advisers to be cautious when considering holding insurance inside an SMSF for...

The FSU says Insignia has proposed slashing workers’ redundancy pay arrangements by 58 weeks during increasingly...

While the Dixon Advisory collapse continues to cause issues for the Australian advice profession with the CSLR, the UK...

A key challenge for financial advisers when servicing their self-managed super fund (SMSF) clients related to...

Netwealth has announced improvements to its adviser platform, introducing enhancements to its user interface,...

A new quarterly report by Adviser Ratings reveals the advice profession remains relatively stable despite the continued...

The FAAA says the only way to fully understand who was responsible for the Dixon Advisory “debacle” is through a...

The AIOFP says Labor MPs are responding to CSLR queries with “pro forma” statements full of platitudes.

A report reveals that advisers value security, trust and quality service from their platform providers above all...

The infringement notices and court enforceable undertaking from APRA aim to address alleged compliance deficiencies by...

Ahead of its first half results next month, the firm has signalled a “material uplift” in earnings on the back of...

The regulator sought a travel restraint order against the financial adviser as part of an ongoing...

Advisers play a crucial role in helping clients understand the difference between fads, themed trends, and...

The shadow minister has once again taken aim at Stephen Jones’ “botching” of the financial services...

Insignia has announced that its remediation provisions have blown out a further $135 million, while it has also...

With the second tranche of the Delivering Better Financial Outcomes bill set to introduce a new class of adviser, an...

Advisers should be looking to employ generative AI technology into their practices while remaining vigilant of the...

An industry fund and two corporate funds have topped the list for growth fund performance over the last financial...

In questions on notice to the corporate regulator, Liberal senator Andrew Bragg has continued to push concerns about...

Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are...

The advice profession should focus on improving practice efficiency rather than trying to attract new advisers to help...

As the advice profession continues to expand its use of technology, robo-advice could be the next step to delivering...

According to a recent report by Adviser Ratings, an optimal advice practice’s profit margin exceeds 40 per cent but...

Advisers need to charge at an hourly rate rather than using ongoing fee arrangements or percentage-based fees to...

Despite being disbanded for more than two years now, the Financial Adviser Standards and Ethics Authority framework’s...

The firm has reported net outflows of $414 million in the final quarter of the financial year, while funds under...

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to...

The regulator has permanently banned a Queensland-based former financial adviser from providing financial...

Overall inflows were slightly lower in 2023, falling 0.2 per cent below compared with the previous...

Following an earlier letter to the minister raising concerns over “suspicious circumstances” related to the CSLR,...

The FAAA chief executive says that while the red tape cutting measures from the first DBFO Act could help reduce the...

The financial advice firm has added a partner to head up its new Sydney office as it expands its reach.

Count continues its expansion efforts with the acquisition of a Victoria-based multidisciplinary...

Victoria-based advice firm Forbes Fava Saville Financial Planning has created a new general manager position as part of...

With tranche one of the Delivering Better Financial Outcomes legislation now successfully through Parliament, the...

The firm now has more than 4,500 advisers utilising its platform, while its net inflows were just shy of $5 billion for...

Business planning and support services have become increasingly necessary as more advisers look to self-licence and...

According to an industry veteran, adviser salaries have dropped around 20 per cent since the start of the century, when...

One of the biggest challenges in responsible investment is the taxonomy and naming of concepts, investments, and...

The Australian promoter of a financial services business and online crypto platform has been convicted of providing...

Licensees have been paying a fixed amount of $1,500 a year for the ASIC funding levy for going on seven years now,...

While advisers got a win in the changes to section 99FA, the AIOFP says the fee consent forms are “bad news” for...

The advice profession will have a representative at the Games of the 33rd Olympiad, with Sarah Carli qualifying to...

As high-profile cyber attacks continue to occur, advisers remain concerned about the security of their...

Fintech business moneyGPS has partnered with Lifestyle Asset Management to expand the advice firm’s affordable advice...

The corporate regulator has initiated the process of providing guidance for advisers on the new regulations introduced...

While the final two weeks of June spoiled the growth in adviser numbers for FY23–24, exits from the profession...

Data from AMP Advice reveals superannuation contributions and home ownership are among the most common topics raising...

Netwealth said it has expanded and strengthened its new adviser and licensee...

ASIC has told the profession to stay on top of updating systems and processes as required after the DBFO Act received...

AFCA has released the final number of complaints made against Dixon Advisory, with the amount reaching 2,773 at the...

Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the...

Insignia has announced a major reshuffle of its operating model, alongside a new executive team, under new CEO Scott...

A new report reveals the advice profession might finally begin to stabilise as fewer advisers intend to leave in the...

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to...

Australia’s life insurers have welcomed the first tranche of advice reforms passing through Parliament – but have...

TAL has signed a new three-year strategic agreement with Microsoft to transform its service and operations to deliver...

AIOFP technical chair Lionel Rodrigues says despite the last-minute amendments to the first DBFO bill, the reforms...

Those completing their professional year should slow down and soak in the experience instead of rushing to complete it...

The QAR was intended to ease the delivery of financial advice, but according to a new report, uncertainty in how it is...

Investment Trends research reveals advisers are looking for enhanced cyber security, asset reporting, and client...

The Australian Wealth Advisors Group (AWAG) has announced the completion of its first equity partnership scheme (EPS)...

When the industry funding model was first introduced, the cost per adviser was less than $1,000, but it has more than...

The advice profession is celebrating a collective win after the first tranche of the DBFO reforms passed through...

With the advice profession scrambling for ways to cut costs, some advisers are looking to AI as a potential...

Australians increasingly want their super funds and investments to not only help them realise their financial goals,...

ASIC has permanently banned a former financial adviser after falsifying his exam certificate.

The corporate regulator has published its Cost Recovery Implementation Statement (CRIS).

The government eventually saw the light on the most contentious changes to s99FA, but there are other areas that still...

The Senate report handed down last week highlights that ASIC’s industry funding model is “not fit for purpose”...

The committee chair singled out the regulator’s broad remit as cause for concern, but government senators say he’s...

ASIC has released the latest financial adviser exam results, marking the 25th cycle of the exam.

A second financial adviser has seen their ASIC ban varied this week following a successful appeal to the Administrative...

Op-Ed Over a year since the government’s response to the QAR was revealed, advisers are finally seeing tangible...

The passage of the first DBFO bill has been applauded by all corners of the wealth industry, despite earlier...

As the first DBFO bill passes Parliament, the Financial Services Minister has signalled that the next tranche will be...

The word on the street is that the government is rethinking its approach to the $3 million super tax after the bill was...

The new financial year has kicked off with lower financial adviser numbers than last year, following six consecutive...

After passing the Senate earlier this afternoon, the first Delivering Better Financial Outcomes bill has passed the...

Following the amendments made to the bill this morning, the first Delivering Better Financial Outcomes bill has passed...

Minister Jones has made amendments to the first Delivering Better Financial Outcomes (DBFO) bill, which is being...

In a report hailed as historic, the Senate economics references committee has called for a reduction in levies charged...

Zurich has appointed a former ASFA chief executive and ASIC director as the chair of its life insurance advice...

The committee has recommended separating ASIC into two bodies and lightening the load on small business by...

The firm says this decision strengthens its offerings for Australians, helping more people retain their life insurance...

The Australian insurer has launched a new customer portal providing greater clarity for customers and faster claims...

Sequoia Financial Group has announced it is restructuring its business and reducing headcount by 10 per cent.

Uncertainty continues to run rampant as advisers brace for their first invoice from the Compensation Scheme of Last...

The Administrative Appeals Tribunal has downgraded the ban for a former adviser who had falsified his financial adviser...

The impact of the “damaging” royal commission on the affordability of advice is still being felt, but QAR changes...

The advice association has opened nominations for its 2024 awards, recognising the hard work of advisers over the...

Advice practices need to strengthen their offering for staff beyond remuneration to help them attract the next...

The software firm has completed its investigation of the breach to its GitHub user space in May.

Comments like those the CEO of Super Members Council made last month threaten the progress made in the...

The Takeovers Panel has made a “declaration of unacceptable circumstances” in relation to shareholders seeking to...

Almost a third of advised clients will transfer more than $500,000 to beneficiaries, according to Adviser Ratings’...

After almost 20 years as an adviser, Nick Hatch has launched his own advice practice under...

Financial advisory firms across Australia are facing the dual task of wrapping up the financial year for their clients...

The AIOFP has put the blame for the “grossly unfair” construction of the CSLR on “either corruption, manipulation...

The regulator says spot checks have “identified errors and inconsistencies” on the Financial Advisers...

There has been fiercer competition in the platform space this past year with a new arrival on the market, a migration,...

CA ANZ has appointed a financial advice leader to strengthen advocacy for advisers within the accounting...

A month after the deal was first announced, Infocus has finalised its acquisition of Madison Financial Group from Clime...

Financial adviser losses this week are 10 times higher than those of the previous week, as many look to switch...

Taking on a professional year adviser can be a daunting task for many advice firms, but there are options to ensure the...

Australian consumers understand the value of advice; however, cost remains a significant barrier to accessing...

The corporate regulator has cancelled a firm’s AFSL and banned its director following “significant and systemic...

Advisers need to refine their client base to help them reduce the cost of providing advice, according to a financial...

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for...

The chief executive of the FAAA says getting on the “front foot” and regrowing the advice profession is one of the...

Advisers need to use open communication and education to ease clients’ stress about their investment portfolios,...

Advisers with psychology backgrounds are in a unique position to better understand and form deeper connections with...

ASIC has obtained interim orders from the Federal Court to freeze the assets of an advice licensee.

An upcoming Adviser Ratings report revealed that new business in risk advice is finally on the rise again, after four...

ASIC reminds Australian Financial Services licensees that the new experience pathway obligations come into force next...

The Liberal senator says he will address “pain points” for the financial advice profession in the upcoming report...

While the Compensation Scheme of Last Resort (CSLR) continues to be surrounded by feelings of consternation,...

An upcoming report has revealed that the average age of an adviser has increased due, in part, to the experience...

Financial planners across the country have seen salaries remain at the same level as last year, regardless of...

A new petition is calling on the government to fix the CSLR levy and DBFO legislation, which it says “threatens the...

There are concerns the experience pathway could be abused if licensees fail to check whether an individual has the...

Advisers need to showcase their authentic personality in marketing to better reach their target audience, according to...

The Financial Advice Association Australia (FAAA) has put forth recommendations to reduce the impact of financial abuse...

Advisers have a unique opportunity to work with family offices by capitalising on their access to technology and wealth...

I’m a big advocate for industry conferences and any conference where I can come away with just one piece of gold –...

In their dissenting report on the first DBFO bill, Coalition senators have called out the government’s “incompetent...

The strong advocacy from the advice sector did little to sway the Senate economics legislation committee, but could the...

The corporate regulator has submitted a supplementary submission to deny obfuscation to the inquiry probing its...

Advisers need to expand their knowledge of lifetime income products in preparation for growing interest in this area,...

Plutosoft has partnered with an electronic signature provider for improved efficiency and cyber...

The economics legislation committee has released its findings on the DBFO bill, and the controversial section...

AIOFP technical chair Lionel Rodrigues says trustee discretion on advice fees was “not the intent” of Michelle...

A new report by VBP revealed a direct correlation between pay and performance, with those offering more competitive...

There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week,...

The economics legislation committee has pushed back the release of its findings on the DBFO bill.

The Coalition has asked the government to remove section 99FA from the DBFO bill in a letter addressed to...

Phil Anderson expects today’s Senate report to find that the DBFO bill is “fine as it is”.

Too many advisers take a “spray and pray” approach to marketing and end up becoming frustrated when they don’t...

Nearly half of Gen X are turning to digital financial advice for support, Natixis Investment Managers discovers, in...

According to the latest research by VBP, advice businesses are focusing on increasing their profitability and client...

DASH has appointed a new chief technology officer (CTO) as the firm enters its next growth stage.

Brett Clark is parting ways with the life insurer after spending almost a decade spearheading the business.

The AIOFP has written to Treasurer Chalmers to inform him of its plans to legally challenge changes to section 99fa of...

Stephen Jones says changes to section 99fa of the SIS Act were recommended by Levy, and that as a “responsible...

An industry expert has reminded advisers to remain cautious when using AI in their...

The life insurer has launched real-time life insurance alteration quotes on the TAL Adviser Centre, allowing advisers...