ADVICE
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....
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....
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....
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....
Financial planning
The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....
Features
The collapse of crypto giant FTX has renewed calls for greater regulation of digital assets and the role of financial advice. ...
Financial planning
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
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....
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...
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....
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...
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. ...
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...
Financial planning
CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....
Financial planning
Michelle Levy, reviewer of the Quality of Advice Review, has defended her proposals to allow superannuation funds and banks to provide financial advice. ...
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MARKET INSIGHTS
Podcast
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...