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Financial planning

The Australian Financial Complaints Authority has shared how much its member fees will rise in the next financial year. ...

Financial planning

The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...

Financial planning

With consumers often unaware of the full extent of underlying costs in operating an advice practice, Adviser Ratings debates whether regulatory charges should be separate...

Funds management

Research by Morningstar has found fixed income funds are bucking a general trend around managed fund fee dispersion with a smaller fee dispersion compared to equity ones....

Financial planning

Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....

Financial planning

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...

Financial planning

ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay....

Financial planning

With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...

Financial planning

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

Financial planning

The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....

Funds management

State Street will cut fees on six of its SPDR ETFs from 1 July across Australian equities, international equities, listed property and emerging markets....

Funds management

Global X has reduced fees on its spot bitcoin and Ethereum ETFs as head of sales Manny Damianakis says they are seeing growing interest from advisers in cryptocurrency....

Financial planning

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

Financial planning

Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standar...

Financial planning

AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 2 weeks ago

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

3 months 2 weeks ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

1 week 1 day ago

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles....

2 weeks 2 days ago

Having sold off its advice division for a loss, AMP has reported a 43 per cent reduction in statutory net profit after tax in FY24, with the business now focusing on beco...

3 weeks 6 days ago