POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June....
Funds management
More than half of the top 20 most popular shares bought by advised investors during the first half of 2025 were ETFs, according to AUSIEX data....
Financial planning
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....
Financial planning
Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months....
Financial planning
ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches....
Financial planning
Disgraced adviser Joshua Fuoco described himself as the “biggest monkey” at AFSL Group and provided financial advice via WhatsApp, all while being banned for 10 years, co...
Financial planning
The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth s...
Financial planning
Adviser losses for the end of June have come in 143 per cent higher than the same period last year, and bring the total June loss to over 350. ...
Financial planning
Adviser Ratings has argued that it’s time for more advisers to utilise digital engagement tools available to them as a disconnect grows between consumers seeking advice f...
Financial planning
The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence....
Financial planning
Money Management rounds up actions ASIC took against advice individuals in the first half for FY25 from exam falsifications to dishonest conduct....
Financial planning
Akumin has added a Victorian advice practice to its network, signalling a “focus on recruitment and growth” including by supporting single-adviser practices....
Financial planning
Shaw and Partners chief executive, Earl Evans, has said the firm is seeking to double the assets under management at its latest New Zealand acquisition ISG, having made t...
Financial planning
After a brutal month for adviser numbers, the net loss for June now stands at more than 100 advisers, but the financial year is still on track to end in positive territor...
Financial planning
The Financial Services Council has recommended implementing a per capita limit per annum for financial advisers when it comes to the CSLR levy to allow them to expand the...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...