IFA

People & Products

ifa is hosting a free webcast in February on how one retirement income solution could prepare clients for retirement, sponsored by Allianz Retire+....

Financial planning

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...

Financial planning

Nominations and submissions have opened for the 2023 ifa Excellence Awards to be held in Sydney on 6 December....

Financial planning

Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...

Financial planning

Australian Super chief executive, Ian Silk has questioned whether industry funds might have to accept responsibility for the quality of advice provided by Independent Fin...

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Financial planning

Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...

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Life/Risk

Zurich has flagged growing its business on the back of completing its acquisition of ANZ’s OnePath life insurance business....

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Funds management

Financial planners recommending managed accounts has doubled, despite users lacking proper education....

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People & Products

ClearView has created a new role squarely aimed at enhancing its relationship with independent financial advisers....

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Funds management

Industry Super Australia chief executive, David Whiteley has claimed the RG97 carve-out of investments via platforms represents a key distortion....

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Superannuation

Industry Super Australia is claiming the interests of the big banks have been put ahead of those of consumers under the ATO’s proposed approach to employee selection of s...

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Financial planning

The IFA market has marched ahead of the aligned channel in using managed accounts, with penetration in banks slower due to their conservative approach....

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Funds management

Industry Super Australia has declared an interest in agriculture investment in the right circumstances and with the right changes being made....

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Financial planning

With inflows to robo-advisers slowing down, robo-advice providers should look to the ageing IFA cohort to acquire high-net worth clients and buy their books....

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People & Products

Insync Fund Managers has foreshadowed growth with the appointment of a business development manager to its Insync Global Titans Fund....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

16 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

17 hours 56 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 18 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....

9 months 3 weeks 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 1 week ago

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

9 months 3 weeks ago