News : Financial Planning

Study reveals the value advice adds

August 28, 2025

The latest analysis and report into advice has quantified how much value practitioners add to their clients’ financial circumstances.

August 28, 2025

ASIC has cancelled an advice firm’s licence and banned two senior staff for recommending clients move super into the Shield Master Fund.

August 25, 2025

The alleged misappropriation of $4.1 million belonging to clients has seen a former financial adviser front the Perth Magistrates Court.

August 25, 2025

The latest ASIC accounts of misconduct and website removals remain high with the regulator cautioning consumers to remain on alert.

August 25, 2025

Financial adviser numbers are up, but there is still a large percentage of legacy planners saying no to the experienced provider pathway.

August 20, 2025

The Financial Advice Association Australia has labelled the government’s response to the Quality of Advice Review to date as frustrating.

August 19, 2025

Accountability for claims lodged using the Compensation Scheme of Last Resort is required for this consumer program to function properly.

August 18, 2025

A former financial adviser based on the Gold Coast has received a four-year ban from ASIC for failing to act in the best interest of his clients.

August 18, 2025

New research has confirmed Australians who have received financial advice are much more confident about their retirement than those who have not.

August 13, 2025

The Administrative Review Tribunal has upheld a decision to impose a 10 year ban on an adviser who spruiked SMSFs to buy into risky investments.