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

Financial planning • 29 November 2023

An AFCA determination may be binding, but there is an alternative way for financial advisers to progress if they disagree with an outcome. ...

Financial planning • 29 November 2023

There is scope for superannuation licensees to further reduce their fees, particularly in trustee directed products, according to an APRA report....

Superannuation • 29 November 2023

A former AMP authorised representative has been convicted in the District Court of Western Australia for three counts of dishonest conduct....

Financial planning • 29 November 2023

Super trustee OnePath Custodians has been ordered to pay $5 million for fees for no service misconduct, less than six months after being fined $1.4 million by APRA....

Superannuation • 29 November 2023

The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...

People & Products • 30 November 2023

A new artificial intelligence tool set to hit the market by the year’s end seeks to alleviate financial advisers’ main pain points, led by Raiz Invest founder, George Luc...

Financial planning • 30 November 2023

The number of individuals with more than $3 million in super is expected to increase by 45 per cent to 80,000 by 2025, according to ASFA....

Superannuation • 30 November 2023

A recruitment report has uncovered the expected 2024 salaries for financial advisers and paraplanners, and which states are expecting to see pay rises for these roles....

Financial planning • 30 November 2023

AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year....

Financial planning • 30 November 2023

In this episode of Relative Return, host Keith Ford speaks to the managing partner of Metrics Credit Partners, Andrew Lockhart, about the benefits of private markets expo...

Editorial • 30 November 2023

The financial services platform has provided updated results from last financial year and expected FY24 earnings as it nears completion of its transformation program by t...

Funds management • 1 December 2023

Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...

Financial planning • 1 December 2023

With an ambitious $100 million revenue target by 2030 on the horizon, Prime Financial has released its projected results for the 2024 financial year driven by organic gro...

Financial planning • 1 December 2023

Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....

Financial planning • 1 December 2023

International research firm Morningstar has fallen foul of ASIC’s greenwashing rules after allegedly making investments into nuclear weapons despite its ESG policy....

Funds management • 1 December 2023

The intergenerational wealth transfer is in full swing with the number of billionaires who have inherited their money outpacing those who are self-made for the first time...

Funds management • 4 December 2023

Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...

Financial planning • 4 December 2023

The Australian Law Reform Commission has outlined two approaches to reducing legislation to make it easier for firms to offer robo-advice as it completes its review of th...

Financial planning • 4 December 2023

AMP’s Matt Lawler believes financial advisers should be working together with super funds to improve the advice landscape, rather than competing, as well as ways to boost...

Financial planning • 4 December 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago