LIFESPAN

Features

It has been three years since the Royal Commission but, Chris Dastoor writes, financial advisers are still being held in poor light by politicians despite a low level of ...

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Financial planning

The next 12 months will see more clients being orphaned as advisers struggle to justify certain clients under the ongoing fee arrangements, according to Lifespan. ...

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Financial planning

Under 1,800 advisers have failed the exam and a quarter of those have failed twice or more, and an industry extension to September would have helped practices that had no...

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People & Products

It has hired Brian Long as senior investment specialist – managed accounts to help support Lifespan’s managed discretionary account range....

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Features

There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...

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Features

Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana P...

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Features

Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....

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Financial planning

The biggest financial planning group in Australia, AMP Financial Planning, has lost 157 advisers so far this year bringing its total adviser complement to less than 1,000...

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Financial planning

Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses were lower compared year-on-year. ...

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Financial planning

The advice network has said the grandfathered commissions are a legitimate form of income and the ban would increase the cost of advice....

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Financial planning

Investors looking for tax-effective savings options other than superannuation may find investment bonds a useful alternative....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 days 2 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 3 hours ago