FINANCIAL ADVISERS

Financial planning

As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to ad...

Financial planning

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positio...

Financial planning

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...

Financial planning

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....

Financial planning

JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust ...

Financial planning

The latest edition of the Hays annual salary report has broken down the expected average salary for a variety of senior and junior financial planning roles for the upcomi...

Financial planning

Just two financial advice licensees have commenced operations and seven ceased over the past two weeks, while total adviser numbers slip below 15,600 yet again....

Financial planning

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...

Funds management

ETF provider VanEck has added four new hires as it seeks to increase its market share with financial advisers. ...

Financial planning

Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers....

Financial planning

Risk management and compliance system Fourth Line has partnered with insurance broker Numerisk to launch a new PI insurance solution for financial advice practices....

Features

Financial advisers report experiencing trust issues from consumers still distrustful after the Hayne royal commission and in their own staff, but overall trust levels are...

Financial planning

This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their te...

Funds management

The global asset manager has appointed a Sydney-based relationship manager from Netwealth to strengthen its partnership with the financial adviser community....

Financial planning

The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...

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MARKET INSIGHTS

JOHN GILLIES

tHOSE 989 WHO ARE CEASED WILL GO ON TO LIVE A LONG AND HEALTHY LIFE JG...

4 days 3 hours ago
Chris Cornish

What a sticth-up. Looks like Labor Senator Jess Walsh follows Stephen Jones who follows what the industry super funds ...

4 days ago
Peter Swan

This report is a blatant display of far-left factional partisanship, treating superannuation funds as state property and...

4 days 1 hour ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week 5 days ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

6 days ago