Australian clients unhappy with advisers’ communication

Business Health communication client relationships

According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those firms that communicate more experience higher profitability.

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Australia’s $250bn Future Fund returns to active equity management

Future Fund equities active management Small caps

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to add value over and above their fees.

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A spotlight on Australia’s average financial adviser

quality of advice review Adviser Ratings financial advice fees

In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia.

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Experience pathway prompts fears of education drop-outs

experience pathway financial adviser examination Kaplan Western Sydney University

Education providers have expressed concerns that the experience pathway will encourage existing students to drop out of their studies and has left past students angry about the inequality.

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Melbourne adviser banned for encouraging early super release

ASIC early release of superannuation

ASIC has banned Terence Rio Nugara, director of Skynet Financial Services, for obtaining $1.6 million from misleading clients and enabling the early release of superannuation.

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Former Olympian to lead Ord Minnett’s private wealth team

ord minnett hires JBWere olympics

A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group.

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Relative Return: The real story behind financial services

Podcast Relative Return

In this episode, Momentum Media’s managing editor of financial services, Phil Tarrant, sits down with senior journalist and host, James Mitchell, to discuss the vision of Relative Return and the growth of Momentum’s financial services team.

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The changing financial goals of Australian investors

EY wealth management financial advice

As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Research.

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A state-by-state look at the adviser landscape

Adviser Ratings financial advice states

The latest annual Adviser Ratings Landscape report has revealed state-wide statistics of which ones are coming out on top by increasing their clients and their funds under advice.

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Iress expands super fund digital advice offerings

iress hostplus industry funds

Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demographics and preference data.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

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Interesting. Would be good to know the details of the StrategyOne deal....

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