Financial Planning

With Alexis George stepping back from CEO duties at AMP, Money Management covers the firm’s leadership since the Hayne royal...

Industry Fund Services (IFS) is launching a trial of its Independent Adviser Licensing Model to help bridge the advice gap through industry...

Platform HUB24 has reported total funds under administration (FUA) of $152.3 billion, helped by record quarterly net inflows. In a...

DASH Technology Group has announced two C-suite hires to accelerate its platform growth plans and strengthen stakeholder relationships across the adviser...

AMP has announced a new chief executive with Alexis George to retire at the end of March. George has led...

Women have lower retirement confidence and financial literacy that their male counterparts, according to AMP’s Retirement Confidence Pulse report, despite placing a higher value on their financial legacy. ...

Adviser numbers appear to have stabilised well below even the best-case scenario for the education deadline.  The end of 2025 was...

After falling to the wayside last year following a period of high engagement, an investment specialist believes responsible investing is ready for a...

Adviser-led wealth firm Granite Bay Private Wealth has been launched by a group of former Morgan Stanley executives with plans to expand nationwide. The Brisbane and Sydney-based wealth firm is led...

The fallout from Shield and First Guardian is likely to stifle future platform innovation as trustees shy away from risk...