FINANCIAL PLANNING

INDUSTRY NEWS

Link Wealth has acquired a Queensland advice firm, its first presence in the state, as it believes the state is “underserved” with financial advice....

INDUSTRY NEWS

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

INDUSTRY NEWS

In the same way psychologists offer guidance amid volatile periods, financial advisers also provide emotional counsel to clients during market swings, says Escala Partner...

INDUSTRY NEWS

Initially developed more than two decades ago, Fitzpatricks Advice Partners has “revamped and relaunched” its flagship development program....

INDUSTRY NEWS

Over 20 per cent of advisers plan to increase their allocations to private equity and credit in the next six months as they grow bearish on US and Australian equities. ...

INDUSTRY NEWS

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

INDUSTRY NEWS

National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair ...

INDUSTRY NEWS

With the Selfwealth acquisition under its belt, APAC investment platform Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Au...

INDUSTRY NEWS

Advice practices with up-to-date business plans are twice as likely to achieve high profitability, according to Adviser Ratings, but getting stuck in development mode can...

INDUSTRY NEWS

Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...

INDUSTRY NEWS

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients....

INDUSTRY NEWS

Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

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...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 22 hours ago