FINANCIAL PLANNING

INDUSTRY NEWS

Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...

INDUSTRY NEWS

In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...

INDUSTRY NEWS

Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier this month....

INDUSTRY NEWS

Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that...

INDUSTRY NEWS

Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...

INDUSTRY NEWS

Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed. ...

INDUSTRY NEWS

A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter. ...

INDUSTRY NEWS

Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers....

INDUSTRY NEWS

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory...

INDUSTRY NEWS

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall....

INDUSTRY NEWS

Former Sydney financial adviser, David Valvo, has pled guilty in court to a charge of dishonest conduct....

INDUSTRY NEWS

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive....

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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 2 days ago

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

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

3 weeks ago
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