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FINANCIAL ADVICE
Financial planning
With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one mo...
Financial planning
Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most ea...
Financial planning
Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...
Features
Three Aussie fund managers have shared why they opted to expand their distribution to New Zealand, with adviser engagement rather than platforms crucial to achieving succ...
Financial planning
High-performing advice firms in Australia have a strong client conversion rate, according to Dimensional, and work quicker than global peers to onboard them and begin gen...
Financial planning
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
Financial planning
Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a...
Financial planning
With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...
Financial planning
Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....
Financial planning
A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund....
Financial planning
Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concern...
Financial planning
ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...
Financial planning
Financial advisory firm Yarra Lane has launched a robotic process automation consulting service, in association with outsourcing specialist Vital Business Partners. ...
Funds management
Wealth managers are underestimating the client demand for alternatives, according to EY, and those who can integrate a full range into investment propositions stand to ga...
Financial planning
Morningstar behavioural scientist Ryan Murphy has shared the top annoyances held by clients towards their financial advisers and how it could impact their ongoing relatio...
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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...