FINANCIAL ADVISER

People & Products

Bendigo Wealth has announced the appointment of three new senior members of its distribution team. ...

Superannuation

New research reveals the degree to which more investors are trusting themselves and cash investments in a crisis....

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Financial planning

The Federal Court has found in favour of Australian Unity after David Tweed's Direct Share Purchasing Corporation (DSPC) took an action seeking to force it to register a ...

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Financial planning

ANZ has announced plans to implement an online merger and acquisition facility where financial planners can anonymously advertise that there is a practice for sale, while...

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Superannuation

It is critical for the financial services industry to work with business owners to help them prepare for comfortable retirement. Sam Rubin examines different strategies p...

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Editorial

Financial advisers are well placed to manage business succession strategies for small-to-medium enterprise clients, writes Ted Voges....

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Funds management

With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....

Financial planning

The financial adviser of tomorrow will become increasingly adaptable, technologically focused and specialised, according to the Association of Financial Advisers vice pre...

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Financial planning

Financial planning roles have increased 17 per cent year-on-year, showing stronger demand for financial planning staff as firms continue to recover from the GFC....

Superannuation

A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...

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Editorial

New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...

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Superannuation

A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...

Superannuation

A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....

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Editorial

Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....

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Financial planning

Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 6 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 4 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

6 days 12 hours ago