FINANCIAL ADVICE
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...
Financial planning
Spending by the Compensation Scheme of Last Resort in FY25 is expected to be less than the $24 million it had previously estimated, the body has announced....
Financial planning
Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...
Financial planning
An EY report has revealed Australians are more loyal to their advisers than the global average, highlighting relationship-building opportunities amid market changes....
Financial planning
ASIC has imposed licence conditions on a financial services firm following concerns its customer service representatives have been giving unlicensed advice....
Financial planning
Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”....
Financial planning
With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options. ...
Financial planning
Financial advisers in private wealth management companies are one of the most in-demand roles for this recruitment firm, sparking broader conversations about how to retai...
Financial planning
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence....
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MARKET INSIGHTS
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...