FINANCIAL ADVICE

Financial planning

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...

Financial planning

The Compensation Scheme of Last Resort has made its first payouts to victims since launching in April, with three claimants having been the victims of poor financial advi...

Financial planning

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....

Financial planning

Count has appointed Leah Hitchings in a newly created role of group head of brand and experience as the licensee looks to grow market share....

Financial planning

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

People & Products

Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....

Financial planning

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...

Financial planning

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base....

Expert Analysis

The symbiotic relationship between financial advisers and ETFs has "never been clearer" as a rising number of advisers look to use them with clients rather than finding t...

Financial planning

Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers....

Financial planning

A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....

Financial planning

With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....

Features

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to...

Financial planning

Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...

Features

Financial advisers report experiencing trust issues from consumers still distrustful after the Hayne royal commission and in their own staff, but overall trust levels are...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 5 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 6 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 5 days ago