FINANCIAL ADVICE

Funds management

Schroders Australia, ClearBridge and GAM have all made new hires in their distribution teams, focusing on wealth and financial advisers. ...

Financial planning

The top salaries for financial advisers have risen by more than a third in the past year in one state, according to recruitment firm Robert Walters....

Financial planning

Findex has announced private equity firm Mercury Capital will acquire a 40 per cent stake in the company from KKR as it seeks to triple in size in the next five years....

Financial planning

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challen...

Financial planning

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...

Financial planning

Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate....

Financial planning

One year since the FPA and AFA merged, Money Management speaks with FAAA chief executive Sarah Abood on what the combined organisation’s advocacy has accomplished....

Financial planning

Liberal senator Slade Brockman has said the government needs to have a “cold hard look” at the level of regulation in the financial advice space and the costs of running ...

Financial planning

FAAA chief executive, Sarah Abood, has warned changes in the first tranche of the QAR legislation around advice fees documentation could create more work for advisers rat...

Financial planning

The second CSLR levy period payable by financial advisers could increase to as much as $39.4 million if AFCA processes all DASS complaints by March 2025....

Financial planning

The proportion of new entrants who decide to remain in the financial advice profession is on the rise but overall numbers are still insufficient, according to Wealth Data...

Expert Analysis

Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need....

Expert Analysis

The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...

Financial planning

Ethical considerations fall down the list in terms of priorities for consumers seeking financial advice when there is a pessimistic economic environment, according to the...

Financial planning

Money Management explores which actions the Financial Services and Credit Panel is taking when it considers the outcomes of cases. ...

 

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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...

2 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...

2 hours 43 minutes 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 day 1 hour 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 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. ...

8 months 3 weeks 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