FINANCIAL ADVICE
Financial planning
If super funds are to provide advice, they are encouraged to form agreements with external financial planning firms to expand their footprint beyond the major CBDs, accor...
Financial planning
AMP has announced a new executive structure for platforms and advice and is actively recruiting a group executive for superannuation and investment....
Financial planning
The financial advice platform has announced a national partnership with tax preparer H&R Block to provide guidance on retirement, investment and wealth to over 700,000 po...
Financial planning
Volatile markets mean investors have dropped their idea of ‘set and forget’ and are keen to receive trusted professional advice, according to Natixis Investment Managers....
Financial planning
Students of financial planning degrees could be sourced to provide financial advice to super fund members, according to the Financial Advice Association of Australia....
Financial planning
A growing number of Australians plan to seek advice in the next 12 months, but less than 10 per cent are prepared to pay the average advice fee, according to the latest A...
Editorial
With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....
Editorial
Contrary to claims that finfluencers are a more accessible alternative to advisers, this licensed finfluencer believes she plays a complementary role towards easing inves...
Financial planning
Financial advisers are a declining “olden days” model, says Michelle Levy, who instead has focused her Quality of Advice Review on digital advice rather than relevant pr...
Financial planning
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
People & Products
Peter Orszag, chief executive of financial advisory since 2019, has been named CEO of Lazard, effective 1 October 2023. ...
Editorial
Red tape has been suffocating financial advice for years. It’s time for regulators to turn their attention to the army of emotionless robots who will be joining the profe...
People & Products
The investment manager has announced the creation of two new divisions and outlined a new structure bringing together its superannuation and non-superannuation businesse...
Financial planning
Monthly complaints have fallen, but they could rise again by opening the scope of advice to other providers, according to AFCA lead ombudsman for investments and advice S...
Expert Analysis
Sustainable cashflow is the apex for financial advice firms today and growth can be a bitter pill to swallow amid growing compliance and administration costs, writes Umes...
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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...