FINANCIAL PLANNING

INDUSTRY NEWS

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

INDUSTRY NEWS

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

INDUSTRY NEWS

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures....

INDUSTRY NEWS

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. ...

INDUSTRY NEWS

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...

INDUSTRY NEWS

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

INDUSTRY NEWS

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

INDUSTRY NEWS

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 o...

INDUSTRY NEWS

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 Da...

INDUSTRY NEWS

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....

INDUSTRY NEWS

An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC....

INDUSTRY NEWS

ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year....

 

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Never miss the latest news and developments in wealth management industry

Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

2 hours 59 minutes ago
Chris Cornish

If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...

4 hours ago
PETER JOHNSTON- AIOFP

Commissioner Hayne recommended Consent Forms to stop Bank Executives [not Advisers] illegally taking fees out of consume...

4 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 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