FINANCIAL ADVICE

Funds management

Investors are suffering from decision paralysis with the volume of choice available, according to the CEO of Morningstar, and the industry would be wise to improve their ...

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

The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prevent its authorised representative from accepting conflicted remune...

Features

Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valu...

Financial planning

Insignia Financial has reported an NPAT loss of $49 million in the first half of FY24 driven by strategic transformation costs and remediation payments....

People & Products

Wealth management firm LGT Crestone has appointed an investment adviser to its Adelaide office as the firm focuses on the evolving high-net-worth market in the state....

Financial planning

Sarah Abood, chief executive of the FAAA, believes 2024 will be the year that meaningful regulatory changes are clarified and delivered by regulators to the financial adv...

Financial planning

Australian consumers say they are more likely to seek retirement advice from a financial adviser or their super fund, the FSC reveals, demonstrating a distrust of governm...

Financial planning

DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....

Financial planning

The director was pulled up last year over providing unlicensed financial product advice....

Funds management

ETFs are becoming increasingly attractive to advisers for their younger clients, according to AUSIEX, as way to provide them with diversification and a balanced portfolio...

Financial planning

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

Financial planning

It is “highly likely” that global advisory group Brite Advisors misappropriated client funds for its own purposes, the Federal Court has heard, as receivers examine the v...

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

While fewer than one in five Australians consult financial advisers, the vast majority wish they could do more to feel in control of their personal finances, two new repo...

 

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