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FINANCIAL ADVISERS
Financial planning
In the run-up to heavy losses expected at the end of the financial year, June has already reported consecutive weeks of adviser losses....
Financial planning
The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silve...
Financial planning
The technology group has announced a strategic partnership with global alternatives fintech firm, S64, to improve adviser access to private markets....
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
Adviser numbers have experienced their largest weekly loss year-to-date this week, doubling that of the previous week....
Financial planning
Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work....
Expert Analysis
The 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow....
Financial planning
Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, accord...
Financial planning
Less than one-third of Australian business owners have an ongoing advice relationship, according to NAB Private Wealth, highlighting an unmet opportunity for the advice p...
Funds management
Global fund manager Janus Henderson has reported four consecutive quarters of positive flows and is hopeful of its strategic partnership with Guardian Life opening up new...
Funds management
With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective laun...
Financial planning
Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual P...
Financial planning
Australian investors are increasingly turning to financial advisers as their top source of information, with more than a third using them for investment guidance....
Financial planning
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period....
Financial planning
Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...