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FINANCIAL ADVICE
Financial planning
As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...
Financial planning
Long delays encountered by candidates sitting the financial adviser exam online are the result of “users’ system issues”, according to ASIC....
Financial planning
Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....
Financial planning
There are still over 3,000 financial advisers on the Financial Advisers Register (FAR) who are without a degree and expect to rely on the experience pathway to continue t...
People & Products
With over 20 events to take place across Australia, the newly launched program aimed to attract and develop the next generation of financial advisers. ...
Financial planning
New research has found that women want to support and be supported by other women when it comes to their finances, emphasising the importance of diversity in financial ad...
Financial planning
AMP has updated shareholders on its portfolio simplification program, stating negative short-term profit impacts from strategic decisions around banks and platforms will ...
Financial planning
There has been a net gain of 15 advisers joining the industry this week, including nine new entrants following their exam pass. ...
Financial planning
With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...
Financial planning
The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower th...
People & Products
The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform....
Financial planning
Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones. ...
Financial planning
CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business....
Financial planning
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...
Financial planning
Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed. ...
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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...