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FINANCIAL ADVISERS
Funds management
Maple-Brown Abbott has appointed Sophie Metcalfe from Schroders as a business development manager as it seeks to grow its reach with financial advisers. ...
Financial planning
Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....
Financial planning
The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. ...
Financial planning
A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....
Financial planning
Adviser Ratings has entered a strategic partnership with Numerisk to introduce a professional indemnity insurance solution, aimed at opening up adviser supply and improvi...
Financial planning
Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles an...
Financial planning
Only three out of the 10 largest advice licensees have seen net growth in their financial adviser numbers since the beginning of the 2024 financial year, according to Wea...
Financial planning
ASIC has accepted a court-enforceable undertaking from a former Melbourne financial adviser regarding advice on self-managed superannuation funds. ...
Funds management
Janus Henderson has made two new appointments, including a newly created role, to boost its presence with financial advisers and intermediaries in Australia and New Zeala...
Financial planning
A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ...
Financial planning
Fiducian has reported a 23 per cent rise in net profit after tax in the last six months of 2023, but non fee-paying clients led to a fall in funds under advice....
Financial planning
Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....
People & Products
JP Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment ...
Financial planning
ASIC has issued a final reminder to unregistered financial advisers as the 16 February deadline looms and confirmed the progress made by advisers since the extension....
Financial planning
Five years since the Hayne royal commission was released to the public in February 2019, Money Management speaks to five advisers who reflect on how the advice industry h...
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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...