The top 20 performing balanced options all returned over 18% to their members over the year, according to SuperRatings....
Peter Worn and Aron Satchell have announced they have expanded Finura Group’s reach into technology consultancy by launching its independent wealth technology advisory ar...
There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...
The number of advisers has slightly stabilised after a couple of busy weeks at the end of the financial year, with numbers looking more optimistic in the coming weeks, ac...
Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....
Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...
A second failure of the You Future, Your Super performance test the next year was even higher as it would include nearly 90% of the same data, according Parametric Portfo...
Investors should focus on guarding for inflation, searching for income, seeking quality companies as well as looking beyond stocks and bonds for the remainder of 2021, ac...
Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft. ...
Praemium has reported quarterly inflows to amount to $1.2 billion while total funds under administration achieved record $41.7 billion. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...