FINANCIAL ADVISERS

Financial planning

Two advice professionals have shared five key takeaways as to how advisers can strengthen their communication with clients, especially at review time, in order to build d...

Financial planning

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fe...

Financial planning

Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for ...

Financial planning

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...

Financial planning

Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum ...

Funds management

Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionall...

Financial planning

While the Financial Services and Credit Panel can take action on individual advisers’ misconduct, a compliance professional unpacks why the panel does not always subject ...

Financial planning

Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via lice...

Financial planning

Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...

Financial planning

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...

Financial planning

Former Sydney financial adviser, David Valvo, has been charged in court with 12 counts of dishonest conduct....

Financial planning

There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with thei...

Financial planning

One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady gro...

Features

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...

Funds management

Maple-Brown Abbott has appointed Sophie Metcalfe from Schroders as a business development manager as it seeks to grow its reach with financial advisers. ...

 

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Wonder Dog

Thank God I sold my business....

1 hour 13 minutes ago
Chris Cornish

The Liberals have done a pretty good job of decimating the advice industry too....

19 hours 25 minutes ago
Chris Cornish

The greatest issue is that Stephen Jones and the federal Labor government are anting to prohibit retired Australians, wh...

19 hours 26 minutes 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