ADVICE

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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Expert Analysis

The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial adv...

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Editorial

Thousands of low-balance, high maintenance clients are being orphaned in the wash-up of what is emerging as significant failure by successive governments to understand th...

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Financial planning

Count Financial is continuing to build its adviser numbers, this time recruiting former Fitzpatrick’s aligned Sydney-based StrategyOne....

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Financial planning

Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....

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Financial planning

Senator Jane Hume announced the FSC Life Insurance Summit that Treasury will assume control, merging it with the quality of advice review....

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Financial planning

A new Financial Services Council green paper has suggested that a moral risk will emerge if self-licensed advisers are allowed to proliferate in the absence of dealer gro...

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Features

COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...

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Financial planning

When it comes to selling a financial advice business, firms with investment and superannuation clients in their early sixties can attract the highest multiples....

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Financial planning

Instead of allowing a race to the bottom in terms of the cost of providing advice, financial advisers should be accurately assessing what their advice is worth and chargi...

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Financial planning

Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....

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Financial planning

Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....

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Financial planning

A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....

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Financial planning

Plenty of financial advisers provide administrative assistance to clients to help them with their investments but, according to the Australian Securities and Investments ...

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Financial planning

The Government has made an 11th hour plea to financial advisers to make submissions to the Australian Securities and Investments Commission on its affordable advice revie...

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MARKET INSIGHTS

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

4 days 5 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 3 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 6 hours ago