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Advisers may say they struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and fi...
INDUSTRY NEWS
Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients....
INDUSTRY NEWS
AFCA chief executive, David Locke, has shared a key way for its financial services member firms to reduce the volume of fees paid to the organisation, which it says are “...
INDUSTRY NEWS
Financial advice firm Wilsons Advisory has opened up its first Perth office, as the firm seeks to offer specialist corporate advice to mining and resources companies in t...
INDUSTRY NEWS
Non-custody solutions may be on the rise, especially among high-net-worth individuals, but there is a distinct divide in advisers’ understanding and knowledge of the prod...
INDUSTRY NEWS
Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. ...
INDUSTRY NEWS
The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...
INDUSTRY NEWS
Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers, with net client flows r...
INDUSTRY NEWS
AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to acc...
INDUSTRY NEWS
Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a com...
INDUSTRY NEWS
Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....
INDUSTRY NEWS
The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...