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Financial planning

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...

Financial planning

ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay....

Financial planning

With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...

Financial planning

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

Financial planning

The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....

Funds management

State Street will cut fees on six of its SPDR ETFs from 1 July across Australian equities, international equities, listed property and emerging markets....

Funds management

Global X has reduced fees on its spot bitcoin and Ethereum ETFs as head of sales Manny Damianakis says they are seeing growing interest from advisers in cryptocurrency....

Financial planning

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

Financial planning

Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standar...

Financial planning

AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation...

Financial planning

Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...

Financial planning

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....

People & Products

BlackRock and VanEck have reduced fees on several of their ETFs, all focused on property and infrastructure....

Financial planning

Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...

Financial planning

In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

20 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days 3 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days 3 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 21 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago