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FINANCIAL ADVISERS
Funds management
Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionall...
Financial planning
While the Financial Services and Credit Panel can take action on individual advisers’ misconduct, a compliance professional unpacks why the panel does not always subject ...
Financial planning
Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via lice...
Financial planning
Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...
Financial planning
The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...
Financial planning
Former Sydney financial adviser, David Valvo, has been charged in court with 12 counts of dishonest conduct....
Financial planning
There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with thei...
Financial planning
One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady gro...
Features
Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...
Funds management
Maple-Brown Abbott has appointed Sophie Metcalfe from Schroders as a business development manager as it seeks to grow its reach with 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...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...