FINANCIAL ADVICE INDUSTRY

Financial planning

In a bid to help those advisers facing mental health issues generated by the significant changes confronting the industry, Money Management will use its upcoming Future o...

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Features

Planners need to ensure that the defensive parts of their client's portfolios are truly defensive in the face of uncertainty in the global bond market....

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Features

Financial planners need to be frank with their clients and persuade them to accept the inevitability of a lower return environment. ...

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Financial planning

The financial advice industry could be expected to pay $24 million in levies to fund ASIC under the industry funding model, with much of it falling on personal advice pro...

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Top 100

Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...

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Top 100

For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...

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Financial planning

Most people who sought financial advice were doing so at the last minute as they approached retirement, with many finding advice was out of reach for them....

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Features

It’s time to stop criticising the industry and use that energy more productively by moving to a tech-enabled, consistent, and client-engaged process that allows client-ce...

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Financial planning

Former general manager of policy, Dante De Gori, has officially commenced his role as chief executive of the FPA, taking over from Mark Rantall....

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Features

The career paths of financial advisers have twisted and turned with every development and tweak of legislation in the industry. Jassmyn Goh finds out what career paths lo...

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Features

Jassmyn Goh looks at what it takes for advisers to own their own practice, and why it is vital to explore succession planning from day one in part two of this feature on ...

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Features

Jassmyn Goh asks if gender is still an issue in the financial advice industry, either because of clients’ perceptions or the female advisers’ own perceptions in part thre...

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Financial planning

Australian advisers need to get ahead of regulations and legislation to avoid having to deal with significant change, the FPA believes....

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Funds management

Individual investors will increasingly influence global asset management in the next decade rather than institutions....

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Past events

The Woman of the Year award, our headline award for the evening, recognised an inspiring female leader in the financial services industry who has challenged, influenced o...

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MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

1 day 4 hours ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

1 day 4 hours ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

1 day 10 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....

1 week 1 day ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 4 days ago

ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate....

1 week 4 days ago