FINANCIAL PLANNING

INDUSTRY NEWS

Targeting market leadership in digital advice, Bravura’s digital solutions are now available to over 6 million superannuation fund members. ...

INDUSTRY NEWS

Fidelity research has found cost is the main barrier deterring women from seeking financial advice, while 43 per cent are worried about finding someone they can trust....

INDUSTRY NEWS

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

INDUSTRY NEWS

Wealth advisory firm JBWere has hired two individuals from Perpetual, focused on high-net-worth advisory clients....

INDUSTRY NEWS

Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportun...

INDUSTRY NEWS

The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if the...

INDUSTRY NEWS

A global investment manager with more than $676 billion in AUM has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA....

INDUSTRY NEWS

Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of altern...

INDUSTRY NEWS

Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43....

INDUSTRY NEWS

With the results for the first half of FY25 now in, Money Management takes a look at which of the three ASX-listed investment platforms has seen the highest FUA growth....

INDUSTRY NEWS

Bennelong Funds Management has shared seven questions for financial advisers when they are selecting a research house for them, with a priority being to look beyond fund ...

INDUSTRY NEWS

As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....

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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 1 day ago

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

3 weeks 1 day 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 6 days ago
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