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FINANCIAL ADVISERS
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...
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....
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...