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The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform....
Financial planning
Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones. ...
Financial planning
CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business....
Financial planning
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...
Financial planning
Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed. ...
Financial planning
The complaints authority has shared a way that an advice firm can improve their chances of a case being ruled in their favour or of paying a significantly lower compensat...
Financial planning
The Australian Financial Complaints Authority has addressed the Independent Review’s recommendations and pushed for greater internal dispute resolution....
Financial planning
The desire to support under-50s with their wealth creation has led this adviser to open his own firm targeting that demographic....
Financial planning
ASIC has banned a Queensland adviser for three years for adopting a ‘layered advice’ strategy with clients....
Financial planning
One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually....
Editorial
Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians...
Financial planning
Australians impacted by misconduct in the financial advice space have received just under $5 billion in compensation from six of the largest banking and financials servic...
Financial planning
While acknowledging the importance of an effective compensation scheme, the Financial Planning Association of Australia has highlighted its concerns around the legislatio...
Financial planning
On International Women’s Day, BT has shared the top queries advisers receive from their female clients over the past 12 months and the financial issues concerning them. ...
Financial planning
The start of 2022 tested ESG investors’ resolve amid macroeconomic volatility but having a long-term view is critical, an adviser said....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...