FINANCIAL PLANNING

INDUSTRY NEWS

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financ...

INDUSTRY NEWS

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....

INDUSTRY NEWS

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....

INDUSTRY NEWS

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retiree...

INDUSTRY NEWS

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures....

INDUSTRY NEWS

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP. ...

INDUSTRY NEWS

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...

INDUSTRY NEWS

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...

INDUSTRY NEWS

Insignia Financial has appointed the former APAC head of a global asset manager to its board....

INDUSTRY NEWS

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect o...

INDUSTRY NEWS

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Da...

INDUSTRY NEWS

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....

 

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Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

8 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

13 hours ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 7 hours 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 2 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