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| | | After holding a roundtable discussion yesterday, Minister for Financial Services Daniel Mulino says all consumer-facing sub-sectors within the financial services sector, and all 23 retail-facing sub-sectors will foot the $47.3 million CSLR special levy. ... |
| | | | AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ... |
| | | | Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ... |
| | | | ... and Wealthmed, located on the Sunshine Coast. In support of the new partnerships, MTP Financial partner and financial adviser Anthony Menico described the merger as improving efficiency and delivering cost synergies. "This merger benefits us all in achieving ... |
| | | | Datt Capital has expanded access to its high conviction small cap strategy, launching the Datt Capital Small Companies Fund Class B, a retail friendly version of its previously wholesale-only fund. The original Small Companies Fund, launched in 2023 ... |
| | | | The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ... |
| | | | Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ... |
| | | | Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ... |
| | | | The number of new clients financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition ... |
| | | | ... advisers who want to explore what a career in financial planning could look like. It explains why becoming a financial adviser is rewarding on many levels, shares real stories from those who have made the transition, outlines what types of roles (and ... |
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