While social media can have positive financial influence, the overwhelming risks signal a greater need for affordable advice as Australians continue to seek financial edu...
Financial advisers will have to pay around $10.4 million of the impending $47.3 million CSLR special levy but Treasury has expanded the remit to also include super fund t...
Kaplan has launched a six-week intensive program to start in January, targeting advisers who are unlikely to meet the education deadline but intend to return to the profe...
BT has kicked off its second annual Career Pathways Program in partnership with Striver, almost doubling its intake from the inaugural program last year. ...
AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...
Evidentia’s chief investment strategist Nathan Lim has announced his retirement after a 30-year career. ...
Despite the year almost at an end, advisers have been considerably active in licensee switching this week while the profession has reported a slight uptick in numbers. ...
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the RBA’s decision to keep the cash rate on hold in the face of ri...
Schroders has appointed a fund manager to its $6.9 billion fixed income team who joins from Macquarie Asset Management. ...
ASIC has handed down a six-month AFSL suspension to MW Planning after the firm failed to replace its banned responsible manager....
My Dealer Services is predicting strong growth in self-licensing next year, citing recent ASIC action against Interprac and the desire for independence as key drivers of ...
Total monthly ETF inflows declined by 28 per cent from highs in November with Vanguard’s $21bn Australian Shares ETF faring worst in outflows....
With evergreen funds being used by financial advisers for their liquidity benefits, Harbourvest is forecasting they are set to grow by around 20 per cent a year to surpas...
Next year will see AMP roll out an end-to-end solution for its North platform, marking a shift in the firm’s position within the advice technology sector and building on ...
The use of total portfolio approaches by asset allocators is putting pressure on fund managers with outperformance being “no longer sufficient” when it comes to fund deve...
Praemium is to acquire an advanced technology firm for $7.5 million, helping to boost its strategy to be a leader in AI-powered wealth management. ...
Natixis Investment Managers has hired a distribution director to specifically focus on the firm’s work with research firms and consultants. ...
With scalability becoming increasingly important for advice firms, a specialist consultant says organisational structure and strategic planning can be the biggest hurdles...
Having departed Magellan after more than 18 years, its former head of investment Gerald Stack has been appointed as chief executive of MFF Group. ...
As the end of the year approaches, two listed advice licensees have seen significant year-on-year improvement in their share price with only one firm reporting a loss sin...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...