FINANCIAL ADVICE
Financial planning
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio r...
Financial planning
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they n...
Financial planning
AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia....
Funds management
Financial advisers have expressed concern about the impact including private market exposure is having on their tracking error budget, according to MSCI....
Financial planning
The Financial Advice Association Australia has appointed two new board members following two weeks of voting, as well as one re-elected member. ...
Financial planning
The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year 2025, rebounding fro...
Financial planning
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
Financial planning
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
Financial planning
AWAG has entered a strategic joint venture relationship with Singapore-based financial services firm PhillipCapital, expanding its product and services distribution reach...
Financial planning
Over half of financial advice clients say they have found their adviser via a referral from an existing client, according to Dimensional. ...
Financial planning
With the intergenerational wealth transfer underway in Australia, wealth managers are focusing on how they can attract the next generation of advisers to service these yo...
Financial planning
Advice licensee Count’s subsidiary Accurium is to acquire a Melbourne-based accountancy and advisory firm, the third accounting acquisition in recent months....
Financial planning
ASIC has banned the former CEO of Lighthouse Partners from providing financial services for 10 years after failing to report fees-for-no-service conduct, the second indiv...
Features
Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. ...
Funds management
Almost a third of financial advisers are spending up to a year evaluating smart beta ETF strategies before they add them to portfolios, according to VanEck. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...