TRUST

Financial planning

Just one in three customers believe the financial services industry can be trusted, according to the latest Deloitte report. ...

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Features

Australian fixed income funds that focus on their wholesale offering have given a fee rise to the retail funds that do not receive as much attention, Jassmyn Goh writes. ...

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Financial planning

Research commissioned by the Australian Bankers' Association has confirmed consumers’ lack of truck in banks....

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Financial planning

Delegates to Money Management’s Fintech Platforms and Wraps Conference have nominated restoring trust in financial planners as an industry priority....

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News

Small and medium business confidence had surged to the highest level since early 2010 with an eight point rise on a net basis....

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Financial planning

Perpetual has launched a new native title and community trust to strengthen relationships with Aboriginal and Torres Strait Islander community clients....

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Financial planning

More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....

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Features

Advisers need to bring things back to basics for clients to address barriers and perceptions of advice like complexity, inflexibility, and lack of engagement, Tim Mitchel...

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Features

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....

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Financial planning

Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

10 hours 22 minutes ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

15 hours ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 9 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 2 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