professionalplanner.com.au13h
FAAA calls for stronger aged care regulations
The Financial Advice Association has called for stronger regulations to ensure only licensed professionals can provide aged ...
FTAdviser5h
Half of UK adults not verifying finfluencer guidance
Some 51 per cent of UK adults who use social media for investment guidance do not carry out checks to verify the reliability ...
DIY investors are on the rise. Who are they and why do they do it?
There has been a rise in do-it-yourself (DIY) investors, with the share of investors with financial advisers slipping from 69 per cent in 2020, to 61 per cent in 2024, the Conference Board of Canada ...
Maryland bank to be acquired in $1.6B deal
Atlantic Union Bankshares is acquiring Sandy Spring Bancorp for $1.6 billion. The deal will create a major regional bank in ...
Money Marketing11h
Could social enterprises solve the advice gap?
Some firms are focusing their efforts on addressing the ‘advice gap’, where people who would benefit from financial advice ...
‘I wish Dad were here. He always had the answer’: I received $500,000 after my late father’s wrongful-death lawsuit. My adviser suggests annuities.
I am the beneficiary of a substantial sum of money over the wrongful death of my father. Dad would urge me to use this to ...
Atlantic Union buying Sandy Spring Bank for $1.6B
The bank acquisition deal will create a $39.2 billion-asset institution — the largest based in the lower Mid-Atlantic, the ...
FTAdviser10h
Both challenger and traditional banks need to do more to prevent fraud
Fraud awareness and capability building can ensure suspicious activity reports are informative and give the NCA the best ...
Independent Financial Adviser19h
Boutique licensee spruiks ‘first-class offer’ as adviser recruitment tool
Intelligent Planning says it aims to continue its growth as it looks for “like-minded advisers” who share a vision for the ...
Pensions&Investments1h
Norway’s DNB Bank to acquire Carnegie Holding in $1.2 billion deal
DNB, the largest bank in Norway, will acquire Sweden-based Carnegie Holding from private equity firm Altor for 12 billion ...
professionalplanner.com.au13h
Arguing the moral case for boosting advice productivity
The profession has a key opportunity to make advice more accessible by driving productivity without worrying about regulator ...
I’m 63, retired and getting $45,000 per year. But I only have about $200,000 in my IRA and still have a mortgage. What’s my move?
At 63 years old, I am concerned over my retirement income. I retired at 60, with a passive income of about $45,000 per year, ...