POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
After a successful inaugural event last year, the Women in Finance Summit is returning in 2024 with more business insights and networking opportunities....
INDUSTRY NEWS
Shadow minister for financial services, Luke Howarth, has reassured the industry that the Coalition “won’t go back to the drawing board” when it comes to implementing the...
INDUSTRY NEWS
An appeal by convicted fraudster Dr Roger Munro has been dismissed by the Queensland Court of Appeal....
INDUSTRY NEWS
The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...
INDUSTRY NEWS
Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...
INDUSTRY NEWS
Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management. ...
INDUSTRY NEWS
Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is presenting a problem for future growth....
INDUSTRY NEWS
The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....
INDUSTRY NEWS
Australians aged 18–34 years old are demonstrating a higher degree of trust in social media-sourced advice over professional financial advisers, according to ASFA....
INDUSTRY NEWS
WT Financial lost seven advisers over the past week but overall adviser numbers have welcomed a third consecutive week of double-digit growth....
INDUSTRY NEWS
For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...
INDUSTRY NEWS
Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...