The corporate regulator has permanently banned a Queensland financial adviser that was found guilty of misappropriating $1.79 million of clients ...

1 day ago · Looking to the future, Adviser Ratings said in its latest Musical Chairs report that the advice industry has reached a “pivotal moment” as the events of the last several years have led to a transformation of the industry itself. “The convergence of …

News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.

Dec 10, 2024 · The 2024 Australian Financial Advice report reveals evolving priorities across Australia’s financial advice landscape, with insights into changing client expectations and adviser engagement.. The latest report indicates there is a high demand for advice, with more than 10 million Australians open to seeking financial advice.

2 days ago · Under the current professional pathway for financial advisers, prospective advisers are required to complete an approved qualification that is limited to those focused specifically on financial advice, the 1,600-hour professional year, the financial adviser exam, and meet continuing professional education (CPE) requirements.

The IFA Excellence Awards 2024 winners and finalists have been announced, celebrating the best in financial advice and industry leadership.

Feb 3, 2025 · As demand for financial advice continues to outstrip supply, the founder and chief executive of Otivo, Paul Feeney, told ifa that there needs to be a “continuum of advice” in place to service Australians at a range of price points, spanning from basic digital guidance to professional, comprehensive advice.

According to the 2024 MLC Financial Freedom Report, as many as 24 per cent of Australians say they would benefit from professional financial advice, up from 20 per cent a year earlier.. The research, based on surveys of 2,507 Australians across diverse demographics, found that Australians see financial wellbeing as foundational for their overall quality of …

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.

Oct 22, 2024 · In its submission to the Senate legal and constitutional affairs committee inquiry into the Anti-Money Laundering and Counter Terrorism Financing Amendment Bill 2024, the Financial Advice Association Australia (FAAA) said there have been considerable changes to the financial advice landscape since the AML/CTF regime was introduced.