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

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

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

Adviser churn between licensees continues

Churn between licensees remains the dominant factor in changes to the Financial Adviser Register, according to WealthData.
Lift breach reporting threshold to $1000 and 30 days

Lift breach reporting threshold to $1000 and 30 days

The FAAA, SMSF Association and major accounting groups have sought a lift in the breach reporting threshold to $1,000 with 30 days to act.
Note taking

AMP North embeds ‘market first’ GenAI capability

Patrick Buncsi 21 March 2025 No Comments

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.

Federal Court of Australia

ASIC obtains freezing orders related to Shield investigation

Mike Taylor 18 March 2025 No Comments

For 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 2025 No Comments

The 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 2025 3 Comments

ASIC 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 2025 3 Comments

The 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 2025 4 Comments

Churn between licensees continues to be the dominant factors in changes to the Financial Adviser Register but numbers are holding steady.


INDUSTRY NEWS

The future of equities

Financial Newswire Contributor 10 March 2025

Industry News

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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

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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

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


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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.
takeover

PE bidding war for Insignia heats up to $5 per share

Mike Taylor | 7 March 2025The competing Bain Capital and CC Partners bids for Insignia Financial have grown to $5 with due diligence now having been granted.
Are you covered?

ASIC urged to check AFSL’s PI status annually

Mike Taylor | 7 March 2025ASIC could help alleviate pressure on the CSLR by checking the status of AFSL's PI policies at least annually, says the SMSF Association.
Horse rides on a carousel

100 advisers added so far in 2025

Mike Taylor | 7 March 2025Financial adviser numbers have remained in positive territory with 100 having been added to the FAR since the start of 2025.
Getting a head start

Retail super funds moving ahead of DBFO

Mike Taylor | 6 March 2025It is retail superannuation funds which have sought to seize the initiative by moving ahead of the superannuation advice delivery changes.
Sponsorship

Oreana partners with Encore on funding/growth offer

Mike Taylor | 6 March 2025Oreana Partnerships has entered into a strategic partnership with Encore Advisory Group to deliver a new funding and growth approach.
Jigsaw rebranding

AMP advice businesses become Akumin

Mike Taylor | 6 March 2025The old AMP advice businesses have a new brand - Akumin - as they move off under their own steam as part of the Entireti/AZ-NGA umbrella.