financial advice

Funds management

Advisers seeing appeal of ETFs to serve younger investors

ETFs are becoming increasingly attractive to advisers for their younger clients, according to AUSIEX, as way to provide them with diversification and a balanced portfolio...

Financial planning

Advice market sees ‘unprecedented’ M&A activity

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

Financial planning

Global advisory group accused of fund misappropriation

It is “highly likely” that global advisory group Brite Advisors misappropriated client funds for its own purposes, the Federal Court has heard, as receivers examine the v...

Financial planning

How many advisers are yet to register with ASIC?

ASIC has issued a final reminder to unregistered financial advisers as the 16 February deadline looms and confirmed the progress made by advisers since the extension....

Financial planning

Aussies seek to become ‘empowered’ through advice

While fewer than one in five Australians consult financial advisers, the vast majority wish they could do more to feel in control of their personal finances, two new repo...

Financial planning

5 years of the Hayne RC: Reflecting on a ‘baptism of fire’

Wealth Data’s Colin Williams and the Financial Services Council’s CEO Blake Briggs are among industry commentators who have shared their insights into the impact of the H...

Financial planning

5 years of the Hayne RC: 5 advisers reflect on industry progress

Five years since the Hayne royal commission was released to the public in February 2019, Money Management speaks to five advisers who reflect on how the advice industry h...

Financial planning

5 years of the Hayne RC: FAAA’s Abood on whether banks will ever return to advice

On the five-year anniversary of the Hayne royal commission, FAAA chief executive Sarah Abood believes it will be a “tragedy” if the industry reverts back and shares her v...

Features

Retiring an outdated concept of retirement

With Australians living and working longer than ever, there are calls from industry professionals to redefine the traditional concept of retirement to ensure it meets the...

Financial planning

Higher salaries ahead in a ‘watershed moment’ for advice

Adviser Ratings has revealed that over 60 per cent of financial advice practices are enjoying profit margins above 20 per cent, heralding a new era of salary growth, stab...

Financial planning

‘No time like the present’ for WA firm’s national expansion

Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices...

Financial planning

Victorian advice firm rebrands with new operating model

Dirigere Advisory, a Victorian boutique financial advice licensee, has relaunched with a new operating model that aims to better meet the needs of its advisers, including...

Financial planning

New entrants propel positive adviser growth

Wealth Data has recorded a “very encouraging” 18 advisers joining the financial advice industry this week, with over three-quarters joining as new entrants....

Financial planning

Advice and super executives recognised in Australia Day honours

A director at the Financial Advice Association Australia and a former superannuation chief executive are among recipients of this year’s Australia Day honours. ...

Financial planning

Over 200 advisers depart Insignia, Mota’s successor still unconfirmed

Over 200 advisers left Insignia in the three months to 31 December with the largest decline seen in the self-employed division, while its new advice operating model is ex...