ADVICE

Expert Analysis

It is hard to see financial wellbeing improving in Australia unless advice's methods and diagnostic technology is 'leveled up', writes Bernard Del Rey. ...

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Financial planning

Dealer group Spark Financial has entered into binding terms to become Australia’s first social business dealer group where 100% of its profits will go to charity....

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Financial planning

High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....

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Financial planning

A survey of over 2,000 Australians found the majority were worried about the impact of economic uncertainty on their household budgets but 70% think advice would help....

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Expert Analysis

As the festive season approaches, now is a great time to start important family dialogues about support and care needs for ageing relatives, writes Jenneke Mills....

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Financial planning

There are 16 days until Quality of Advice Review deadline this month, so Money Management has crunched the numbers on the current state of the adviser landscape....

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Financial planning

The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....

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Features

The collapse of crypto giant FTX has renewed calls for greater regulation of digital assets and the role of financial advice. ...

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Financial planning

A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....

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Financial planning

Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser....

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Financial planning

Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...

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People & Products

The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office....

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Financial planning

A financial advice firm valuer has shared the top five factors that make an attractive advice practice for buyers plus the five which can detract from the value of a busi...

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Financial planning

There have been 355 new entrants to the financial advice industry so far this year, a number equivalent to the third-largest licensee. ...

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Financial planning

The number of newly-advised clients has outpaced client attrition for the first time in three years according to Investment Trends, while consumers have increased the amo...

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

16 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 10 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

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. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago