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2022 will be remembered as one of the “worst bond routs in history”, according to Zenith, but it is looking like the worst is over when it comes to performance....
Announcing its managed portfolios have surpassed the milestone of $5 billion in assets under management, North will be launching three new equity-based portfolios....
The financial advice profession has lost 89 advisers this week following three consecutive weeks of triple-digit falls to see 499 advisers leave in the last four weeks....
The cost of providing a Statement of Advice to superannuation fund members is thousands of dollars more than for a Record of Advice, according to ASFA, and consumers find...
With the advice profession in need of some positive news, Money Management is pleased to launch a series of articles which interview those advisers launching fresh practi...
Money Management finds out which funds were able to make the highest returns last month, as well as those that struggled....
Possible insurance changes as a result of superannuation fund mergers should be a talking point for advisers to demonstrate their value when it comes to insurance advice....
Research by Wealth Data has revealed the total number of advisers who have enough experience to qualify for the proposed experience pathway if it is enacted....
Magellan has confirmed Hamish Douglass will return to the firm in a consultancy role from October 2022....
Advisers are being “left in limbo” by the lack of confirmation of the experience pathway with FPA chief executive, Sarah Abood, expecting to see certain constraints added...
Firms in the wealth management and superannuation space must be wary of putting themselves at risk of non-compliance by taking a reactive rather than proactive approach t...
The newly-announced Certified Independent Financial Advisers Association believes it will be better aligned with the interests of independent advisers because it is low c...
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...