AMP Advice launches tailored managed portfolio range

amp amp north AMP advice managed accounts blackrock lonsec

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

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Advice critical to mitigating retirees’ inflation fears

challenger inflation retirement retirement savings financial advice

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

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Three SOA failures lead to latest FSCP decision

FSCP ASIC statement of advice Superannuation insurance

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP.

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The role of alternatives in modern portfolios

UBS Asset Management alternative assets portfolio construction Alternatives

The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management.

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The long-term danger of one-off superannuation withdrawals

medical super withdrawals superannuation funds financial advice Yarra capital management Tim toohey

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.

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How are advisers using AI to improve client experience?

artificial intelligence Adviser Ratings technology financial advice client experience

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.

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Insignia looks to asset manager for board hire

insignia financial Jodie Hampshire Russell Investments boards

Insignia Financial has appointed the former APAC head of a global asset manager to its board.

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Wealth clients consider switching amid complex investment needs

EY Asia Pacific wealth management financial planning client engagement

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.

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Perpetual mulls over offloading wealth and corporate trust business to KKR

Perpetual Perpetual Corporate Trust wealth management KKR

Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses.

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Candidate spike to prompt surge of new entrants

Wealth Data Colin Williams AFSL adviser numbers ASIC exam

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.

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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...

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Phil Anderson is pure gold....

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