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09 Mar 2024

Latest News Financial Planning What makes a successful advice practice? The head of one of Australia's largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms provide multidisciplinary offerings. Read More Financial Planning FSCP issues latest outcome regarding SOAs The Financial Services and Credit Panel has made its latest decision on a case regarding Statements of Advice and rolling over superannuation funds. Read More People & Products Shadow government appoints financial services minister The shadow government has appointed a minister for financial services following the departure of Stuart Robert last May, plus a new role for Senator Andrew Bragg. Read More Financial Planning Sequoia suffers 'rare' weekly adviser loss Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a "rare" occurrence given the group's strong growth in 2023. Read More Superannuation Government announces 'historic reform' of super on PPL The Albanese government has confirmed superannuation will be paid on the Commonwealth paid parental leave scheme from next year, addressing a longstanding "gender blind spot" in the retirement system. Read More

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