ADVICE

Financial planning

It is up to the financial advice industry to educate consumers on the value of financial advice and the help they can provide, particularly during times of insurance clai...

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Financial planning

There are many options within financial services that utilise the skills of a financial planner and advisers should not lose hope if they are deciding whether to leave th...

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People & Products

Macquarie has expanded its Virtual Adviser Network (VAN) program to support the next generation of advice firms, with tailored coaching and a collaborative network to dri...

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Financial planning

Complaints about inappropriate advice have more than halved in the last financial year, according to the Australian Financial Complaints Authority, while those about fail...

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Financial planning

After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....

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Financial planning

Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...

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People & Products

AMP has appointed Lisa Sorgini as general manager for wealth distribution, working on strengthening the firm’s relationship with financial advisers....

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Financial planning

Despite ‘adviser exodus’ commentary, now is a good time to start a financial advice practice because there are more referral partners looking for an adviser, says the fou...

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SMSF

Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...

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Financial planning

Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...

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Financial planning

The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, ac...

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Financial planning

Five issues have been highlighted by the financial advice organisations as priorities for the Quality of Advice Review to improve....

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Financial planning

Pendal has launched a campaign showing the role that advisers play in driving responsible investing, told through the stories of seven advisers....

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Financial planning

The Australian financial advice industry needs to demonstrate to overseas insurers that it has improved as firms are expressing concern about insuring advisers or large d...

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Superannuation

The cost of providing a Statement of Advice to superannuation fund members is thousands of dollars more than for a Record of Advice, according to ASFA, and consumers find...

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MARKET INSIGHTS

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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...

1 day 8 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??? ...

6 days 3 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 6 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