The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...
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...
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....
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....
AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year....
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...
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...
Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...
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...
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....
International research firm Morningstar has fallen foul of ASIC’s greenwashing rules after allegedly making investments into nuclear weapons despite its ESG policy....
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...
Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...
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...
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...
A consultant has painted a worrying picture of practice principals and advice directors in mid-tier firms facing burnout as they wear too many hats when running a growing...
JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....
Some 1.5 million Aussies hold at least one ETF thanks to fee reductions and financial adviser recommendations, according to Computershare....
Financial services firms have responded to the government's latest consultation on retirement income and product development....
The importance of fund managers being authentic in their approach to these investment principles and 'walking the talk' has never been important, writes Damian Cottier. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...