FINANCIAL PLANNING

INDUSTRY NEWS

Private client advice business Altus Financial has enacted its second merger in two months, merging with a Sydney-based practice to create a combined $3.5 billion firm....

INDUSTRY NEWS

Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger client...

INDUSTRY NEWS

The number of asset owners who fear ESG investment will affect their investment returns is on the rise, cited by more than half of respondents, according to Morningstar....

INDUSTRY NEWS

There may be growing interest in private markets, but a survey by advice firm Apt Wealth Partners has found even HNW investors lack sufficient knowledge of their complexi...

INDUSTRY NEWS

Managed accounts saw net inflows of $16.7 billion in the six months to 30 June, as IMAP chair Toby Potter describes the offering as having reached their “maturity phase”....

INDUSTRY NEWS

Coastal Advice Group has completed the acquisition of three advice businesses across Australia, as it sets its sights on major national expansion over the next financial ...

INDUSTRY NEWS

Financial advisers are demonstrating growing interest in crypto ETFs, with momentum pushing assets in these products past $800 million. ...

INDUSTRY NEWS

Colonial First State has exceeded $20 billion invested in its CFS managed accounts, announcing multiple expansions to its platform offering. ...

INDUSTRY NEWS

Insignia Financial has enacted a remuneration review after finding its pay was lower than market peers, upping the maximum short-term bonus available for CEO Scott Hartle...

INDUSTRY NEWS

AMP CEO Alexis George has said addressing Australians’ retirement concerns should be "front and centre for policymakers” after its research revealed only half of Australi...

INDUSTRY NEWS

LGT Crestone has announced a rebrand, marking a “decisive milestone” following its acquisition of Commonwealth Bank’s high-net-worth financial advisory business in June....

INDUSTRY NEWS

The launch of a low-cost menu for BT Panorama will allow advisers to service a wider range of clients from one platform and potentially run a more profitable business, ac...

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MARKET INSIGHTS

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

1 month ago

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

1 month 3 weeks ago

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

2 months ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

1 week 2 days ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

18 hours ago

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

3 weeks 3 days ago
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