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FINANCIAL ADVICE
Financial planning
Financial advisers have added at least 5.7 per cent in value to their clients over the past year, according to Russell Investments, and the firm has shared recommendation...
Financial planning
National advisory firm Fitzpatricks Financial Group has appointed Andrew Fairweather as its new group chief executive, replacing Jodie Blackledge who steps back after fou...
Financial planning
Compliance and risk consultancy Assured Support has pinpointed five common compliance mistakes made by financial advice firms, borne from small oversights that can quickl...
Expert Analysis
With more women aged 35-50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina K...
Financial planning
The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....
Financial planning
Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....
Financial planning
E&P Financial Group says outstanding legacy issues related to the Dixon Advisory collapse have been resolved, passing the buck for its compensation onto financial adviser...
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
Two victims of Ben Jayaweera, who was sentenced to 12 years in jail this week, described the fraud as “truly heartbreaking” after they lost $260,000 at his hands....
Financial planning
The majority of financial advice practices enjoying revenue growth are putting this towards growing their adviser teams, according to new research....
Financial planning
A wide range of strategic priorities are set to fall under the corporate regulator’s enforcement spotlight in the next 12 months, including the risk management and data s...
Financial planning
Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....
Financial planning
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
Financial planning
After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?...
Financial planning
With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...