FINANCIAL PLANNING

INDUSTRY NEWS

Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. ...

INDUSTRY NEWS

Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets....

INDUSTRY NEWS

J.P. Morgan Asset Management has announced the launch of four low-cost ETFs in partnership with Vanguard Australia, enhancing advisers’ access to affordable, strategicall...

INDUSTRY NEWS

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

INDUSTRY NEWS

A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee problems flagged by APRA....

INDUSTRY NEWS

With platforms reporting frequent adviser requests for alternative assets, especially for high-net-worth clients, two platforms have shared the complexities of hosting th...

INDUSTRY NEWS

AWAG has made a 20 per cent strategic investment in First Mutual Australia as it seeks to grow AWAG’s authorised representatives to 80–100 by the end of the financial yea...

INDUSTRY NEWS

The chief distribution officer at Allianz Retire+ has departed after less than two years to take up a senior role at Generation Life. ...

INDUSTRY NEWS

APRA has issued a letter to platform trustees to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms, in light of First ...

INDUSTRY NEWS

With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients...

INDUSTRY NEWS

While specialist advice firms have become an increasingly popular business model in recent years, industry analysis reveals whether there are financial benefits to be gai...

INDUSTRY NEWS

Consumers who receive financial advice are feeling more secure in the face of global instability and volatility than their unadvised peers, according to the FAAA....

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’...

1 month ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 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...

2 months ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

1 week 1 day ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

1 week 5 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo