3 days ago · Flying the flag for Australia’s independent advice community.

Apr 24, 2025 · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.

About Momentum Media. Momentum Media (www.momentummedia.com.au) has been equipping Australia’s corporate, investor and business sectors with market and business intelligence for over a decade.Across an integrated business supported by digital, events, live streaming, broadcast, content-on-demand, research, print and social platforms, we are guided by a fundamental principal: Be better informed.

6 days ago · ASIC’s 6 March adviser exam has continued to provide a trickle of new entrants with six this week, adding to the 38 from the last fortnight. In the week to 24 April, some 46 advisers were active with appointments or resignations, while one new licensee commenced and zero ceased operating.

Jan 13, 2025 · Although there are a number of reasons advisers are taking to AI so strongly, the overwhelming majority do so in hopes of increasing business efficiency (89 per cent), automating routine and repetitive tasks to free up time for other, more technical tasks.

Feb 14, 2025 · In intelliflo’s latest white paper report, Advice, evolved: A new era in Australian financial services, the tech firm suggested that, after years of regulatory upheaval, the advice profession has now reached a pivotal moment in its evolution.However, advisers now need to shift their focus somewhat to create businesses of the future. With cost often cited as the biggest hurdle for clients ...

Mar 25, 2025 · Infocus, having completed its acquisition of Madison Financial Group from Clime Investment Management last year, has unveiled a major refresh of its business model.. The firm said it is looking to drive sustainable growth and flexible operations for Australian advisers, practices, licence holders and advisory enterprises.

Nov 7, 2024 · According to the findings, 71.7 per cent (11,124) of the 15,516 advisers currently registered are under a privately-owned licensee, with the largest majority under a licensee with no more than 10 advisers.

Apr 16, 2025 · The deadline for APRA-regulated entities to comply with CPS 230 is fast approaching, and a risk industry specialist has urged insurers to bring ...

Dec 4, 2024 · While the Deliver Better Financial Outcomes (DBFO) reforms has been a hot-button issue for the advice profession for quite some time now, one of the biggest points of contention between industry stakeholders in regards to tranche two has been the prospect of a new class of advisers, as announced by Minister Jones in December last year, that would allow insurers and super funds to provide ...