FINANCIAL PLANNING

INDUSTRY NEWS

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...

INDUSTRY NEWS

The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline....

INDUSTRY NEWS

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

INDUSTRY NEWS

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....

INDUSTRY NEWS

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...

INDUSTRY NEWS

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...

INDUSTRY NEWS

With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the reg...

INDUSTRY NEWS

South Australian financial advice and accounting business Perks has extended its paid parental leave program from 12 to 26 weeks, putting it on par with big four firms....

INDUSTRY NEWS

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...

INDUSTRY NEWS

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

INDUSTRY NEWS

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achie...

INDUSTRY NEWS

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....

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 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
moneymanagement logo