FINANCIAL ADVISERS

Financial planning

Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....

People & Products

JP Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment ...

Financial planning

ASIC has issued a final reminder to unregistered financial advisers as the 16 February deadline looms and confirmed the progress made by advisers since the extension....

Financial planning

Five years since the Hayne royal commission was released to the public in February 2019, Money Management speaks to five advisers who reflect on how the advice industry h...

Financial planning

As competition heats up between advice firms and accountancies to attract top graduates, Money Management compares the potential salaries of both professions and how they...

Financial planning

The federal government has released draft legislation making it easier for financial advisers to demonstrate they have a qualified degree and changing the transitional ar...

Financial planning

Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers....

Policy & Regulation

The release of ALRC’s final report into financial services legislation has highlighted financial advice as a “significant” focus as it seeks to reduce costs and help advi...

Financial planning

Following statistics that thousands of financial advisers are yet to complete their financial adviser registration, ASIC has agreed to extend the deadline. ...

Financial planning

A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....

Financial planning

Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam'...

Financial planning

The government has released draft legislation to improve the delivery and accessibility of the adviser exam....

Financial planning

With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...

Funds management

Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to...

Financial planning

A majority of financial advisers believe additional assistance is crucial when communicating geopolitical tensions to clients, an advisory firm has uncovered....

 

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Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

8 hours 26 minutes ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

8 hours 31 minutes ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

1 day 3 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago