FINANCIAL PLANNING

INDUSTRY NEWS

Netwealth has seen a “strong start to the year” with FUA up 25 per cent and is hopeful of the AMP advice divestment bringing new clients to the platform....

INDUSTRY NEWS

Money Management understands there are around 90 objections to the AMP buyer of last resort class action, with a settlement hearing due to take place at the end of August...

INDUSTRY NEWS

Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....

INDUSTRY NEWS

Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial....

INDUSTRY NEWS

Former federal MP Julia Banks insists that all women can use their personal power to advocate for a more inclusive workplace and support other women....

INDUSTRY NEWS

With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...

INDUSTRY NEWS

As the number of new entrants to the industry passes 100 for FY25, ASIC reports that firms are finding it a positive experience and has highlighted three areas to improve...

INDUSTRY NEWS

More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licen...

INDUSTRY NEWS

Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....

INDUSTRY NEWS

The Principals’ Community has enhanced its value proposition by partnering with SuperConcepts, enabling its self-licensed advice practices to utilise the SMSF software....

INDUSTRY NEWS

AMP chief executive Alexis George has detailed to Money Management how its exit from advice will change the industry, allow greater scale for advisers and a new role for ...

INDUSTRY NEWS

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months ago

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

8 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 6 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 4 days ago