FINANCIAL ADVICE
Financial planning
The 2023–24 financial year saw over 105,000 financial complaints filed to AFCA, with its chief ombudsman expressing disappointment in the 9 per cent year-on-year rise....
Financial planning
The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...
Financial planning
Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...
Financial planning
Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is presenting a problem for future growth....
Financial planning
Australians aged 18–34 years old are demonstrating a higher degree of trust in social media-sourced advice over professional financial advisers, according to ASFA....
Features
A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....
Financial planning
Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner....
Financial planning
A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC....
Financial planning
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across al...
Financial planning
A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....
Expert Analysis
Conversations about the intergenerational wealth transfer involve imparting financial wisdom and fostering a legacy of financial literacy and security...
Financial planning
Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business....
Financial planning
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
Financial planning
A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....
Financial planning
A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services....
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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...