FINANCIAL PLANNING

INDUSTRY NEWS

Advisers may assume Gen Z and Millennials are less financially savvy than their older peers, but NAB has found they are actively engaging in “buy the dip” strategies when...

INDUSTRY NEWS

With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities ...

INDUSTRY NEWS

Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, t...

INDUSTRY NEWS

The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partne...

INDUSTRY NEWS

The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration....

INDUSTRY NEWS

With Sanlam Private Wealth coming under ASIC pressure regarding the number of responsible managers in its business, law firm Holley Nethercote explores what the role enta...

INDUSTRY NEWS

Insignia Financial has granted CC Capital access to select company information in the hope of securing an improved offer from the private equity firm....

INDUSTRY NEWS

Recruitment agency Robert Walters has revealed the expected salary ranges for Australian financial advisers in 2025, with one particular state seeing a decline....

INDUSTRY NEWS

As global PE firms scope out the Australian wealth management industry, Finura predicts which other local names may potentially receive a takeover offer this year....

INDUSTRY NEWS

The Sydney-based advisory group has welcomed a new partner to its ranks, who previously led advice licensee businesses at Insignia Financial and MLC/NAB. ...

INDUSTRY NEWS

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

INDUSTRY NEWS

In a tight race against Morgans, AMP Financial Planning has won back its position as the largest individual licensee in Australia, according to Wealth Data. ...

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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 3 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....

6 days 3 hours ago

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

2 weeks 5 days 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 4 days ago
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