Treasury tax deduction denial counter-productive

Treasury tax deduction denial counter-productive

Treasury has been warned that its heavy-handed approach in denying deductions for the general interest charge will prove counter-productive.
Call to split adviser/product provider AML/CTF obligations

Call to split adviser/product provider AML/CTF obligations

Advisers should not be exposed to pressure from product providers to take AML/CTF responsibility for reporting unusual transactions.
Clarity urged around using AI in advice

Clarity urged around using AI in advice

Major accounting group, CA-ANZ has pointed to the implications for both accountants and financial advisers who use AI in advice delivery.

Ex-GBST senior jumps into strategy role at self-licensing firm

Yasmine Raso 22 October 2024 No Comments

Ashley Mahadeea has joined self-licensing and compliance services provider, My Dealer Services (MDS) as Head of Strategy.

Recruitment

Intelligent Planning flags 20 adviser recruits

Mike Taylor 21 October 2024 No Comments

Having kicked off in January, Phil Osborne’s Intelligent Planning advice play expects to have 20 advisers by the end of the year.

Tide clock

Second half recovery for adviser numbers

Mike Taylor 18 October 2024 No Comments

Australian financial adviser numbers appear to be enjoying a second half recovery in 2024, according to the latest analysis from WealthData.

Privacy lock and wooden hand

FAAA baulks at another industry levy proposal

Mike Taylor 17 October 2024 9 Comments

Financial advisers are already heavily burdened by industry funding levies and FAAA is warning against yet another levy being imposed.

M&A

Netwealth adds digital financial literacy platform to acquisition roster

Yasmine Raso 17 October 2024 No Comments

Netwealth has confirmed the acquisition of digital financial education platform, Flux Corp, as it looks to grow its wealth literacy strategy.

Man uses ipad to utilise digital advice

CFS delivers $88 a year digital advice solution

Mike Taylor 16 October 2024 7 Comments

Colonial First State has moved ahead of its peers in introducing a digital advice solution for its FirstChoice super members without an adviser.

Couple receiving property advice

Property advice is financial advice and needs to be licensed

Mike Taylor 16 October 2024 5 Comments

Australia’s major consumer groups have backed a call for property advice to be licensed in the same way as financial advisers.


INDUSTRY NEWS

Aussie credit stacks up

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Western Asset believes that Australian credit is not a one-size-fits-all solution. Learn how the inclusion of “plus” sectors into the asset mix can im

Fixed income markets: When the stars align

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Fixed income markets offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle.

Reporting season podcast: temper your enthusiasm (slightly)

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Companies tempered growth promises heading into 2025. Explore encouraging economic indicators and stocks we think have earnings growth potential.

Quoting in the MLC Life Insurance Adviser Portal is now easier and faster than ever 

Financial Newswire Contributor 30 August 2024

Industry News

No Comments

Discover how to get a quote quicker than a cup of coffee. 


Filter

Privacy lock and wooden hand

FAAA baulks at another industry levy proposal

Mike Taylor | 17 October 2024Financial advisers are already heavily burdened by industry funding levies and FAAA is warning against yet another levy being imposed.
M&A

Netwealth adds digital financial literacy platform to acquisition roster

Yasmine Raso | 17 October 2024Netwealth has confirmed the acquisition of digital financial education platform, Flux Corp, as it looks to grow its wealth literacy strategy.
Man uses ipad to utilise digital advice

CFS delivers $88 a year digital advice solution

Mike Taylor | 16 October 2024Colonial First State has moved ahead of its peers in introducing a digital advice solution for its FirstChoice super members without an adviser.
Couple receiving property advice

Property advice is financial advice and needs to be licensed

Mike Taylor | 16 October 2024Australia's major consumer groups have backed a call for property advice to be licensed in the same way as financial advisers.
Pass Failed blocks

FAAA proposes short, online wholesale investor exam

Mike Taylor | 11 October 2024The FAAA believes people wanting to be treated as wholesale investors should need to pass an online exam which validates their status.

Iress updates advice hub with new practice efficiency tools

Patrick Buncsi | 11 October 2024Iress has added a new suite of tools to its Advisely platform, including a new benchmarking tool to help advisers determine client servicing gaps.
Replacing old with new

New entrants driving adviser net growth

Mike Taylor | 11 October 2024Financial adviser growth remains modest but a pattern is emerging of the number of new entrants more than offsetting adviser departures.
intelliflo dashboards

Intelliflo rolls out Amazon-powered BI dashboards

Patrick Buncsi | 11 October 2024Intelliflo has unveiled two new business intelligence dashboards to help solve advisers’ data quality and workflow management issues.