FINANCIAL ADVICE

People & Products

Wealth management firm LGT Crestone has appointed an investment adviser to its Adelaide office as the firm focuses on the evolving high-net-worth market in the state....

Financial planning

Sarah Abood, chief executive of the FAAA, believes 2024 will be the year that meaningful regulatory changes are clarified and delivered by regulators to the financial adv...

Financial planning

Australian consumers say they are more likely to seek retirement advice from a financial adviser or their super fund, the FSC reveals, demonstrating a distrust of governm...

Financial planning

DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....

Financial planning

The director was pulled up last year over providing unlicensed financial product advice....

Funds management

ETFs are becoming increasingly attractive to advisers for their younger clients, according to AUSIEX, as way to provide them with diversification and a balanced portfolio...

Financial planning

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

Financial planning

It is “highly likely” that global advisory group Brite Advisors misappropriated client funds for its own purposes, the Federal Court has heard, as receivers examine the v...

Financial planning

ASIC has issued a final reminder to unregistered financial advisers as the 16 February deadline looms and confirmed the progress made by advisers since the extension....

Financial planning

While fewer than one in five Australians consult financial advisers, the vast majority wish they could do more to feel in control of their personal finances, two new repo...

Financial planning

Wealth Data’s Colin Williams and the Financial Services Council’s CEO Blake Briggs are among industry commentators who have shared their insights into the impact of the H...

Financial planning

Five years since the Hayne royal commission was released to the public in February 2019, Money Management speaks to five advisers who reflect on how the advice industry h...

Financial planning

On the five-year anniversary of the Hayne royal commission, FAAA chief executive Sarah Abood believes it will be a “tragedy” if the industry reverts back and shares her v...

Features

With Australians living and working longer than ever, there are calls from industry professionals to redefine the traditional concept of retirement to ensure it meets the...

Financial planning

Adviser Ratings has revealed that over 60 per cent of financial advice practices are enjoying profit margins above 20 per cent, heralding a new era of salary growth, stab...

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

5 hours 51 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

7 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 7 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago