ADVICE

Funds management

AMP has announced the progress of its Advice transformation as advice net profit after tax has more than halved from a loss of $146 million a year ago....

Financial planning

A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....

People & Products

The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...

Expert Analysis

Given the volatility in domestic and international markets, Australian retail investors can be forgiven for becoming a bit emotional about their portfolios, writes Greg B...

Financial planning

Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector....

Financial planning

The independent chair of the QOA Review has called for the removal of 'onerous' ongoing fee disclosure obligations....

Financial planning

In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

Financial planning

With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency...

Financial planning

Praemium CEO, Anthony Wamsteker, is confident banks and super funds won’t be able to get away with poor or conflicted financial advice despite Quality of Advice recommend...

Financial planning

With client expectations and concerns about climate change driving ESG investing, advisers must seize opportunities in this space, an adviser has insisted....

Financial planning

Former FSC chief executive, John Brogden, has stated his “greatest concerns have been realised” around advice accessibility, cautioning the QOA review needs bold ambition...

Financial planning

Despite changes enforced by the Hayne Royal Commission, the current prescriptive model has detrimentally affected the quality of advice provided to consumers, according t...

People & Products

The prudential regulator has appointed Clare Gibney as executive director for advice and policy, replacing Renee Roberts in a series of director changes....

Financial planning

Over a third of Australians say they have minimal confidence in their retirement preparations and 64% say they would like to receive advice from their superannuation fund...

Funds management

Development of an advice software solution is one of two factors that have led AMP to announce impairment charges of $68 million for FY22. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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