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People & Products
With shares down 51 per cent over the last five years and the firm losing its spot as Australia’s largest licensee, Scott Hartley will have a turnaround job ahead of him ...
People & Products
JP Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment ...
People & Products
Insignia has looked to a rival licensee for its new chief executive to replace Renato Mota....
People & Products
Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...
People & Products
AMP superannuation members will transition to TAL’s insurance offering in Q2 2024, while the insurer has appointed a new chief claims officer from Westpac....
Financial planning
Wealth Data has tallied up the net movement of advisers seen in the financial advice industry during 2023, with only one subsector reporting positive growth....
Funds management
Industry commentators have shared their thoughts on when the RBA will hike interest rates next, and whether Australia will follow other countries and embark on monetary e...
Financial planning
Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023...
Financial planning
The number of financial advisers has stabilised above the 15,600 mark as 2023 comes to an end, while Wealth Data confirms AMP now leads as the largest licensee....
Financial planning
AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue manag...
Financial planning
A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest....
Financial planning
Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...
Financial planning
One in nine Australians aged over 50 expect to have $250,000 in unpaid debt in retirement – debt worries are leading to concerns about their ability to achieve their des...
Financial planning
Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the pro...
Financial planning
The financial advice profession should be embracing career changers and mature students, according to two commentators, as well as targeting those new graduates....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...