There are three pathways that consumers take when seeking financial advice and firms are exploring how to best access these, writes Oksana Patron....
One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....
As a part of its wealth management series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. ...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
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. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...