FINANCIAL PLANNING

INDUSTRY NEWS

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fe...

INDUSTRY NEWS

Despite fears under the first draft QAR bill, ASIC has confirmed that it does not expect superannuation trustees to check every Statement of Advice. ...

INDUSTRY NEWS

Iress has signed a three-year extension of its agreement with Count, enabling the financial services firm to continue using advice software Xplan to support its growth am...

INDUSTRY NEWS

Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for ...

INDUSTRY NEWS

With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...

INDUSTRY NEWS

Having completed the successful integration of Diverger, Count has upgraded its forecast for expected synergy benefits achieved by the acquisition by a third....

INDUSTRY NEWS

Australia’s largest licensee has seen the biggest number of adviser losses over the past week, while the expected wave of new entrants has boosted overall adviser numbers...

INDUSTRY NEWS

Iress has increased its forecast adjusted EBITDA by $5 million for the 2023/24 financial year in light of the sale of its platform business to Praemium and hinted at a re...

INDUSTRY NEWS

With just 30 per cent of Australians knowing their superannuation balance to the nearest $1,000, Findex has emphasised the role of financial advice in addressing the crit...

INDUSTRY NEWS

New Insignia Financial CEO Scott Hartley has detailed the impact of the Godfrey Pembroke exit and the progress in resetting its financial advice model on its latest quart...

INDUSTRY NEWS

With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....

INDUSTRY NEWS

Adviser willingness is the key hurdle to the uptake of ESG matters by financial advisers; they should not feel afraid or embarrassed if they are less familiar with what c...

 

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Never miss the latest news and developments in wealth management industry

Aware one

It is very worrying that Stephen Jones and the Labor government are now trying to limit the access retirees have to thei...

15 hours ago
Aware one

Let's face it, recruitment numbers are down because the government, and their bureaucrats, have made this a dying indust...

15 hours 8 minutes ago
Fed-up

Phil Anderson is pure gold....

18 hours 57 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago