ADVISER SENTIMENT

Financial planning

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...

Financial planning

Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?...

Financial planning

Over three-quarters of financial advisers say they struggle with staff recruitment, according to BT, as it rounds up the top 10 challenges which plague the industry....

Features

While the COVID-19 pandemic has created a lot of stress, anxiety and uncertainty for financial advisers, one of the biggest positives has been the ability for them to hav...

image
Features

Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...

image
Financial planning

Just one in three customers believe the financial services industry can be trusted, according to the latest Deloitte report. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

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

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 6 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 2 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week 1 day ago