WEALTH INSIGHTS

Financial planning

Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?...

Features

Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...

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Financial planning

Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....

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Financial planning

The latest Wealth Insights data has revealed a slump in adviser sentiment to levels not seen since 2012....

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Financial planning

Market uncertainty and declining investor sentiment has created gloom amongst many Australian financial planners....

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Financial planning

New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....

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Editorial

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

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Financial planning

A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...

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Financial planning

Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....

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Financial planning

New Wealth Insights research confirms planners remain generally upbeat....

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Financial planning

New wealth insights data confirms planner sentiment has been rising on the back improved investor sentiment....

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Financial planning

Plannner sentiment has risen to pre-GFC highs following the election of a Coalition Government....

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Financial planning

Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....

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Funds management

New FSC analysis confirms weakening sentiment around Australian equities in fully priced market....

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Financial planning

Australian financial advisers appear to be sensing broader community negativity about the general outlook for the economy, according to the latest sentiment data released...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 14 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago