financial advice

Financial planning

Shaw and Partners expands Qld advice team

The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market....

Financial planning

The key features of advice practices growing their profitability

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. ...

Funds management

International ETFs among top April buys

Advisers sought to capitalise on market turbulence caused by US President Donald Trump’s tariffs in April, according to AUSIEX, with international ETFs remaining a popula...

Financial planning

The advice practices generating $5m in revenue

Adviser Ratings’ latest financial landscape report finds there is a demographic of advice practices achieving an average revenue of $5 million, with only 3 per cent of pr...

Financial planning

FAAA, SIAA urge further review of advice documentation

Despite the government agreeing to replace SOAs with CARs, the FAAA and SIAA believe greater streamlining of documentation is needed for the change to have a positive imp...

Financial planning

GBST evolves tech platform to meet changing adviser needs

Advice technology firm GBST has upgraded its WealthConnect platform to meet the evolving needs of advisers....

Financial planning

Morgans CEO to step down

Morgans chief executive, John Clifford, has announced he will step down from the wealth management group after eight years leading the business. ...

Features

Advisers assess red flags in private market funds

Private markets may be the hot topic of the day but two financial advisers have shared the red flags to consider and why advisers shouldn’t be tempted to invest solely in...

Financial planning

ASIC unveils new ‘user-friendly’ AFSL portal

The corporate regulator has officially launched its new digital portal for financial services businesses submitting AFSL applications, offering a more “efficient, modern ...

Financial planning

Advice community looks to Jones’ successor for ‘decisive action’

The advice community has reacted to the re-election of the Labor Party for a second term and called on the incoming Minister for Financial Services to take “decisive acti...

Financial planning

Former Perth adviser permanently banned by ASIC

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

Financial planning

Liberal v Labor: How do the parties stack up on advice?

With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future....

Financial planning

‘Less alignment, more implications’: What to consider prior to M&A

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment...

Financial planning

Link Wealth seeks to grow financial literacy program

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country....

Financial planning

Adviser feedback shapes latest TAL ethics courses

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP de...