ASX-listed Prime Financial Group has made two senior appointments of an independent non-executive director and a chief growth officer.
Allianz Retire+ has highlighted why financial advisers should become specialists in guaranteed lifetime income solutions, as well as attracting new clients and strengthening existing relationships.
Elston Asset Management has bolstered its NSW and ACT distribution team with the appointment of a senior BDM, who previously worked at HUB24.
As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to advice practices.
The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is understood this is "a relatively average pace" by policy standards.
With the private debt marketplace described as a “minefield” to navigate, research house Zenith Investment Partners has shared tips to help advisers select the right fund.
Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest for specific megatrends.
Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positioned” to recognise the signs through client relationships.
The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information is available.
Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan for the intergenerational wealth transfer.
