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ADVICE
Financial planning
The use of technology has given 28% of financial advice businesses a leg up when it comes to improving the affordability of advice, according to a report. ...
Financial planning
There is a strong likelihood that complaints regarding inappropriate advice will be resolved by agreement rather than a decision against the advisers, according to the Au...
Financial planning
Clime Investment Management has reported a net profit after tax of $2.2 million, a rise of 473% on the previous year, while the acquisition of Madison has helped it see a...
Funds management
There is an extra $124 billion sitting in cash in banks since the pandemic and advisers have a job to do to encourage investors to put this back into markets....
Financial planning
AMP’s new service model will allow the release of institutional ownership and will cease buyback arrangements, but advisers have until the end of the year to leave the ne...
Financial planning
Trustees should come up with an approach that allows them to have necessary comfort that the quality of advice that is provided to members is as it should be, according t...
Life/Risk
Only one-third of surveyed consumers believe an advised life insurance product is better quality than an unadvised product, according to MetLife....
Financial planning
COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....
Financial planning
The biggest challenge facing the advice industry is getting out of the ‘siege mentality’ brought on by reforms and failing to look towards growth, an advisory firm believ...
Financial planning
The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice....
Financial planning
The big four bank will remediate customers of its financial advice business for failure to notify them of corporate actions between 2005 to 2019....
Financial planning
Investors are likely to need guidance from an adviser on balancing risks if they want to achieve a desired 13% annual return in post COVID-19 markets, according to Natixi...
Financial planning
There will be more advice practices popping up to service clients that only want once-off advice and those practices need to invest in technology to lower the cost of adv...
Financial planning
As advisers are steadily continuing to exit the industry leaving more advice roles in supply, practices will need to offer work flexibility and a desirable culture to lur...
Financial planning
When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...
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Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...