ADVICE

Financial planning

Taking a holistic approach to overall client wellbeing and technology adoption will be crucial for successful planning firms....

image
Financial planning

While 2022 is showing the continuation of a surge of new advisers, it is not enough to offset those leaving the industry, according to Wealth Data....

image
People & Products

Iress has announced changes to its client-facing commercial team in Australia and New Zealand with Tizzy Vigilante and Kirsty Gross stepping away from the business. ...

image
Financial planning

Advisers feel cautious about implementing digital advice, according to abrdn, as they are unclear on whether it would qualify for them to meet all their regulatory requir...

image
Financial planning

While firms have used more technology during the pandemic, there are still tools such as data management that could be better utilised by financial advisers. ...

image
Financial planning

The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...

image
Funds management

In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...

image
Financial planning

The Financial Services Council is hoping the Quality of Advice review will chart the course to end two decades of regulatory encroachment on the advice industry....

image
Financial planning

Over a quarter of paraplanners would be open to becoming financial advisers, creating an opportunity for them to consider the professional year as hundreds exit the indus...

image
Financial planning

There is an expectation that the total number of advisers will drop to 17,200 in January, and thereafter to between 15,000 and 16,000....

image
Financial planning

Potential adviser recruits are looking for practices that can mentor them, have technical training on hand, but also give back to the community....

image
Financial planning

A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....

image
Financial planning

The regulatory overreach placed on the industry has led to poor outcomes for advice clients and regulators need to start trusting the industry again, an adviser believes....

image
Policy & Regulation

The corporate regulator’s financial advice hub aims to be a single repository to help industry participants more easily find information....

image
Financial planning

The changes in advice-led business model are forcing asset managers to respond to a growing direct market....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago