FINANCIAL PLANNING

INDUSTRY NEWS

With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie ...

INDUSTRY NEWS

The Treasury has launched a consultation into how the $47 million special levy for the Compensation Scheme of Last Resort will be funded....

INDUSTRY NEWS

With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?...

INDUSTRY NEWS

HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders....

INDUSTRY NEWS

Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabiliti...

INDUSTRY NEWS

When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year. ...

INDUSTRY NEWS

Kaplan Professional has launched a new Financial Adviser Accelerator Suite to prepare new entrants and early-career advisers for the profession....

INDUSTRY NEWS

ASIC believes advice licensees are the “first line of defence” when it comes to future product failures and is urging them to monitor their approved product lists. ...

INDUSTRY NEWS

Assistant Treasurer, Daniel Mulino, is keen to progress the second tranche of DBFO reforms, acknowledging it is hard for advisers to get the full picture of the legislati...

INDUSTRY NEWS

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

INDUSTRY NEWS

Global investment manager T. Rowe Price has launched its Global Structured Research Equity Strategy in Australia, enhancing investors’ access to the global equity market....

INDUSTRY NEWS

Pinnacle Investment Management has made a strategic investment in private capital investment firm FinCap to support a new managed accounts platform....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 17 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo