FINANCIAL ADVISERS

Financial planning

Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....

Financial planning

The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. ...

Financial planning

A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....

Financial planning

Adviser Ratings has entered a strategic partnership with Numerisk to introduce a professional indemnity insurance solution, aimed at opening up adviser supply and improvi...

Financial planning

Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles an...

Financial planning

Only three out of the 10 largest advice licensees have seen net growth in their financial adviser numbers since the beginning of the 2024 financial year, according to Wea...

Financial planning

ASIC has accepted a court-enforceable undertaking from a former Melbourne financial adviser regarding advice on self-managed superannuation funds. ...

Funds management

Janus Henderson has made two new appointments, including a newly created role, to boost its presence with financial advisers and intermediaries in Australia and New Zeala...

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...

 

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Never miss the latest news and developments in wealth management industry

Simon J

What do you think the motivation is behind this broadly worded legislation Peter? Is it to make it harder for retail ...

16 hours ago
PETER JOHNSTON- AIOFP

The FSC should have thought about this when they cooperated with O'Dywer/Frydenberg/Hume/FPA/AFA 10 years ago when this...

19 hours ago
Simon J

Sick of it. Canberra is a joke....

19 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....

10 months 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 3 weeks ago

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

10 months ago