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FINANCIAL ADVISERS
Financial planning
Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....
Financial planning
Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...
Superannuation
In line with the fund’s digital transformation project, Aware Super’s new portal enables independent financial advisers to more efficiently manage clients’ investment opt...
Features
With three separate financial advisers facing criminal proceedings this year having struggled with gambling problems, access to client money combined with a stressful job...
Financial planning
hmh Advisory has announced the launch of its new online wealth management solution, offering four diversified portfolios across a range of risk and return profiles in par...
Financial planning
Centrepoint Alliance has announced a net profit after tax of $6.3 million as it forecasts a strong recruitment pipeline of over 360 financial advisers looking to join the...
Expert Analysis
Focusing on behaviour and psychology can help adviser to strengthen their client relationships and offer a unique service proposition, writes Jane Monica Jones....
Financial planning
ASIC has commenced “urgent proceedings” in the Federal Court of a former Sydney financial adviser amid an investigation regarding fees charged to client super funds. ...
Funds management
Magellan chief executive, David George, has sent a message to advisers that they are a key client base for the firm while discussing how M&A could help to reach its $100 ...
Financial planning
The statistical agency has officially recognised the financial advice profession by using the occupational terms 'financial adviser/financial planner' as a result of the ...
Financial planning
With the advice industry experiencing a loss of advisers, holding a solid client book is no longer a requirement as many firms may already have existing clients but lack ...
Financial planning
As financial advice firms grapple with adviser retention and larger workloads, this coaching firm founder believes leadership programs are integral to support up-and-comi...
Financial planning
Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients ...
Financial planning
A Brisbane financial adviser has been banned by ASIC after recommending his clients roll their superannuation into SMSFs and borrow to invest in residential property. ...
Financial planning
In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...
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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,...