ADVISERS

Financial planning

Investor interest in ESG investing is growing but only 20% of investors say their adviser has explained ESG concepts and terms to them....

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Financial planning

The number of financial advisers has grown for the third week in a row, bringing the total growth for the financial year to date to 170, according to Wealth Data....

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Financial planning

AMP’s chief executive, Alexis George, has reflected on the firm’s response to addressing the mental health concerns of its adviser network following controversial changes...

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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

The newly-announced Certified Independent Financial Advisers Association believes it will be better aligned with the interests of independent advisers because it is low c...

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Policy & Regulation

The Australian Securities and Investments Commission has released its latest cost recovery implementation statement for 2021/22, providing an estimated levy for financial...

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Financial planning

The proposed AFCA user-pays funding model will be introduced from 1 July with a few improvements following industry feedback while the superannuation levy will be abolish...

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Financial planning

Half of advisers who have not passed the financial advice exam still intend to stay in the industry with the most-common role as a mentor of new advisers or in a ‘general...

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Financial planning

One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm ...

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Financial planning

Clime Investment Management has acquired a Melbourne-based wealth management firm for $7 million after committing to increase its adviser network....

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Financial planning

Insignia has lost 31 advisers this week, according to Wealth Data, narrowing the already-small gap between them and AMP Group. ...

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Financial planning

Adviser numbers have fallen sharply for the second week in a row, experiencing a net change of -33, largely driven by licensees closing up shop due to having zero adviser...

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Financial planning

When it comes to ESG investments, clients can become overwhelmed with information and expect their adviser to be on top of it....

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People & Products

Vanguard has made several leadership changes to its distribution team including a head of financial adviser services....

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Financial planning

In response to an uptick in adviser questions about the Federal Budget, BT’s technical team have provided explanations for five of their most common queries....

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Never miss the latest news and developments in wealth management industry

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...

6 days 12 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 13 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 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 1 week 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 ago

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

9 months 1 week ago