FINANCIAL PLANNING

INDUSTRY NEWS

Less than six months after launch, Perth-based advice firm Leeuwin Wealth is seeking to double its funds under management to $1 billion within a year....

INDUSTRY NEWS

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

INDUSTRY NEWS

A poll of financial advisers has revealed aged care policies and the housing shortage crisis are among their greatest concerns ahead of the federal budget on 25 March....

INDUSTRY NEWS

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....

INDUSTRY NEWS

The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice....

INDUSTRY NEWS

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....

INDUSTRY NEWS

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term. ...

INDUSTRY NEWS

The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking....

INDUSTRY NEWS

A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago....

INDUSTRY NEWS

Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors. ...

INDUSTRY NEWS

Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....

INDUSTRY NEWS

Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo