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INDUSTRY NEWS
AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase....
INDUSTRY NEWS
Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit. ...
INDUSTRY NEWS
Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...
INDUSTRY NEWS
Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap. ...
INDUSTRY NEWS
Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....
INDUSTRY NEWS
Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. ...
INDUSTRY NEWS
The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. ...
INDUSTRY NEWS
Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....
INDUSTRY NEWS
The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...
INDUSTRY NEWS
AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation...
INDUSTRY NEWS
Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...
INDUSTRY NEWS
The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to ...
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