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ASIC’s $90,000 Leadership Forum budget

ASIC’s $90,000 Leadership Forum budget

ASIC budgeted over $90,000 to cater to around 82 of its executives as its annual Leadership Forum, up from the $81,000 it spent last year.
Infocus unveils refreshed adviser partner model

Infocus unveils refreshed adviser partner model

Infocus has detailed its newly revised national adviser business model, with a comprehensive retooling of its service offering for advice partners.
Govt’s exposure draft fulfils industry funds’ advice wish list

Govt’s exposure draft fulfils industry funds’ advice wish list

The release of the Government's exposure draft around advice in superannuation largely fulfills a long-standing industry funds wishlist.
New senior hires

My Dealer Services inks CFS deal to boost technical support

Yasmine Raso 26 March 2025 No Comments

Over 400 advisers part of My Dealer Services’ network are set to receive quality technical support after securing a partnership with CFS.

FAAA appoints industry veteran to senior policy & advocacy role

Patrick Buncsi 26 March 2025 No Comments

The Financial Advice Association Australia (FAAA) has created a new senior role to support the peak body’s advocacy and policy activities.

Novigi buys out 360 Managed

EWM merges with smaller Foster Raffan iPlan

Mike Taylor 25 March 2025 No Comments

Consolidation to achieve scale is continuing within the AZ-NGA group with Eureka Whittaker McNaught merging with Foster Raffan iPlan.

Budget2025

Pre-Budget poll sees heightened client interest in super, aged care

Yasmine Raso 24 March 2025 No Comments

An adviser survey conducted in the lead-up to the 2025-26 Federal Budget announcement tomorrow night has unearthed several client concerns.

Churn rate text on calculator screen

Adviser churn between licensees continues

Mike Taylor 21 March 2025 No Comments

Churn between licensees remains the dominant factor in changes to the Financial Adviser Register, according to WealthData.

Note taking

AMP North embeds ‘market first’ GenAI capability

Patrick Buncsi 21 March 2025 One Comment

AMP has deployed a ‘first in market’ GenAI-powered feature within North that eliminates a major administrative bugbear for advisers

Nicola Beswick

Award-winning financial planner launches own practice

Yasmine Raso 21 March 2025 No Comments

Women in Wealth Awards 2024 honouree, Nicola Beswick, has launched her own financial planning practice, White Rabbit Advisory, in Melbourne.


INDUSTRY NEWS

The future of equities

Financial Newswire Contributor 10 March 2025

Industry News

No Comments

Find out what Loomis Sayles’ Aziz Hamzaogullari had to say about the future of equities in our Next Decade Investing white paper.

Protect their futures. Grow your business. 

Financial Newswire Contributor 1 March 2025

Industry News

No Comments

By combining MLC Life Insurance’s 138-year history with the support of Nippon Life, Acenda will continue to offer competitive and innovative cover.

Thinking Local, Winning Global – Unit Registry as a Strategic Advantage

Financial Newswire Contributor 20 February 2025

Industry News

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 Unlock the potential of unit registry to streamline operations, strengthen investor relationships and transform data into a powerful tool for growth 

Outlook 2025: Plan for growth, Prepare for volatility

Financial Newswire Contributor 15 February 2025

Industry News

No Comments

After two years of weak returns, 2024 has proven to be a rewarding year for Australian investors. What will 2025 bring?


Filter

Traffic lights showing red and amber against sunset backdrop

Lift breach reporting threshold to $1000 and 30 days

Mike Taylor | 19 March 2025The FAAA, SMSF Association and major accounting groups have sought a lift in the breach reporting threshold to $1,000 with 30 days to act.
Federal Court of Australia

ASIC obtains freezing orders related to Shield investigation

Mike Taylor | 18 March 2025For a second successive day ASIC has announced Federal Court action relating to issues connected to Shield Master Fund and First Guardian.
A guide to starting your first job

FAAA preps young jobseekers for working life

Patrick Buncsi | 18 March 2025The Financial Advice Association Australia (FAAA) has released a new guide to help prepare young Australians for their entry into the workforce
Off target

ASIC breach reporting relief narrow, underwhelming

Mike Taylor | 14 March 2025ASIC has been told that its proposed breach reporting relief falls short of the mark because it is too narrow to be useful to licensees.
Hand holding puzzle piece with two small male figures on top shaking hands

AIOFP enters strategic alliance with IFPA

Mike Taylor | 14 March 2025The AIOFP and IFPA have entered into a strategic alliance which will see them combine their advocacy resources.
Churn red marker

Adviser churn between AFSLs continues

Mike Taylor | 14 March 2025Churn between licensees continues to be the dominant factors in changes to the Financial Adviser Register but numbers are holding steady.
New senior hires

Future IM/Pact welcomes new wealth management partners

Yasmine Raso | 14 March 2025Future IM/Pact has welcomed four new wealth management partners to the fold, joining foundational partner, LGT Crestone.
Senior appointment

Wilsons Advisory taps sales veteran to spearhead WA expansion

Yasmine Raso | 12 March 2025Wilsons Advisory has expanded into Western Australia, with the appointment of Rob Black to spearhead the efforts of its new office in Perth.