FINANCIAL ADVISERS
Financial planning
A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ...
Financial planning
Fiducian has reported a 23 per cent rise in net profit after tax in the last six months of 2023, but non fee-paying clients led to a fall in funds under advice....
Financial planning
Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....
People & Products
JP Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment ...
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
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
As competition heats up between advice firms and accountancies to attract top graduates, Money Management compares the potential salaries of both professions and how they...
Financial planning
The federal government has released draft legislation making it easier for financial advisers to demonstrate they have a qualified degree and changing the transitional ar...
Financial planning
Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers....
Policy & Regulation
The release of ALRC’s final report into financial services legislation has highlighted financial advice as a “significant” focus as it seeks to reduce costs and help advi...
Financial planning
Following statistics that thousands of financial advisers are yet to complete their financial adviser registration, ASIC has agreed to extend the deadline. ...
Financial planning
A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....
Financial planning
Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam'...
Financial planning
The government has released draft legislation to improve the delivery and accessibility of the adviser exam....
Financial planning
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...
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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...