POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
JANA Investment Advisers has announced it will deliver tailored managed account services to a self-licensed advice firm in Melbourne to meet its diverse client needs....
Financial planning
A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....
Financial planning
Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....
Features
Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is bei...
Financial planning
With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...
Financial planning
Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...
Financial planning
An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....
Financial planning
The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to v...
Financial planning
Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....
Financial planning
Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...
Financial planning
The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....
Features
With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term succe...
Financial planning
Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants....
Financial planning
The 2023–24 financial year saw over 105,000 financial complaints filed to AFCA, with its chief ombudsman expressing disappointment in the 9 per cent year-on-year rise....
Financial planning
The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...