FINANCIAL PLANNING

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 ...

INDUSTRY NEWS

AMP and Clime Investment Management have shared how they are harnessing the power of social media to help the firms reach a younger demographic and increase brand awarene...

INDUSTRY NEWS

The number of Australian individuals with more than US$10 million in assets has passed 42,000, rising by 3.9 per cent over the past year....

INDUSTRY NEWS

A former Northern Territory financial adviser has received a seven-year ban from ASIC, having been convicted of supplying dangerous drugs and receiving or possessing the ...

INDUSTRY NEWS

Both Bain Capital and CC Capital have made revised bids for Insignia Financial after completing a period of due diligence....

INDUSTRY NEWS

The advice industry has reached triple-digit gains for the calendar year to date, with two licensees seeing gains of five during the week....

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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 week 5 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. ...

5 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. ...

2 weeks 1 day 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. ...

3 weeks 1 day ago
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