CLIENTS

Financial planning

Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged....

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

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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Financial planning

Netwealth research outlines how advisers can market their services to the Established Affluent, those wealthy older Australians representing $4.1 trillion in household we...

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Features

In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....

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Features

In the first of a two-part series, Hans Egger explains what clients are wanting from their reviews in these difficult times....

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Financial planning

New market analysis has confirmed that while many advisers are leaving the industry, those that remain are culling clients they regard as unprofitable or hard to service....

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Tools & guides

There are subjective trends in the distinction between retail and wholesale clients, writes David Barrett, and it is important advisers get it right to avoid costly mista...

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Financial planning

Given the unprecedented circumstances, financial advisers need to focus on explaining the situation to their clients in the calm manner and help them look beyond the shor...

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Financial planning

People receiving financial advice are going to be better placed to deal with any move by a future Labor Government to remove refundable franking credits, according to the...

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Financial planning

Commonwealth Bank chief executive, Matt Comyn has cited fee for no service as being one of the bank’s key shortcomings and claimed key executive personnel had failed to u...

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Financial planning

The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....

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Financial planning

The Financial Planning Association has warned it will be financial planning clients who ultimately pay for the increased regulatory and other costs being imposed by the G...

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Financial planning

A new report from Investment Trends has shown that financial planners are losing active clients in greater numbers than they are attaining them....

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Financial planning

Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

14 hours ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

16 hours ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

17 hours ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago