FINANCIAL PLANNING

INDUSTRY NEWS

With just 30 per cent of Australians knowing their superannuation balance to the nearest $1,000, Findex has emphasised the role of financial advice in addressing the crit...

INDUSTRY NEWS

New Insignia Financial CEO Scott Hartley has detailed the impact of the Godfrey Pembroke exit and the progress in resetting its financial advice model on its latest quart...

INDUSTRY NEWS

With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....

INDUSTRY NEWS

Adviser willingness is the key hurdle to the uptake of ESG matters by financial advisers; they should not feel afraid or embarrassed if they are less familiar with what c...

INDUSTRY NEWS

In his first move since the acquisition by Count, former Diverger managing director Nathan Jacobsen has taken up a new leadership role in the financial advice space. ...

INDUSTRY NEWS

Medical grounds are no excuse for compliance failures as a Victorian AFSL is sentenced for failing to lodge annual financial reports....

INDUSTRY NEWS

The balance of ASIC enforcement activity is skewed towards civil rather than criminal cases, but the corporate regulator says it is seeking to redress this balance. ...

INDUSTRY NEWS

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financ...

INDUSTRY NEWS

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....

INDUSTRY NEWS

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....

INDUSTRY NEWS

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retiree...

INDUSTRY NEWS

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures....

 

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Never miss the latest news and developments in wealth management industry

Aware one

It is very worrying that Stephen Jones and the Labor government are now trying to limit the access retirees have to thei...

18 hours ago
Aware one

Let's face it, recruitment numbers are down because the government, and their bureaucrats, have made this a dying indust...

18 hours 35 minutes ago
Fed-up

Phil Anderson is pure gold....

22 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago