FINANCIAL PLANNING

INDUSTRY NEWS

Equal weighted ETFs are gaining ground with financial advisers, according to AUSIEX, as they believe they can bring balance to client portfolios....

INDUSTRY NEWS

Financial services software and technology provider Fin365 has appointed a new executive chairman to the board to support the firm’s strategic growth plans....

INDUSTRY NEWS

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

INDUSTRY NEWS

With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus. ...

INDUSTRY NEWS

Traditional relationships between advisers and business development managers are evolving, with the expectations for them to provide meaningful guidance to the advice pra...

INDUSTRY NEWS

Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. ...

INDUSTRY NEWS

Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...

INDUSTRY NEWS

Adviser losses this week are quadruple the same period a year ago, with the industry falling into negative territory for the last 12 months. ...

INDUSTRY NEWS

Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....

INDUSTRY NEWS

Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client to reflect the changing shape of the adviser landscape....

INDUSTRY NEWS

Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold n...

INDUSTRY NEWS

Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in ...

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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’...

2 months ago

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

2 months 4 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago
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