WEALTH MANAGEMENT

Superannuation

The Trio Capital collapse has demonstrated the importance of diversification in self-managed super funds (SMSFs)....

Financial planning

GESB leverages scale to reduce fees for its Retirement Income Allocated Pension....

Superannuation

Advisers could benefit from changing the name of self-managed superannuation funds (SMSFs). The name could be driving away potential trustees due to the connotations of i...

People & Products

Equity Trustees (EQT) has appointed its head of marketing Philip Galagher to head up its private clients wealth management business....

Superannuation

The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...

Superannuation

Pension and annuity products provided by banks and large dealer groups are not being optimised for those moving into retirement, according to Mercer....

Financial planning

Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....

Financial planning

The wealth management industry is adapting to changing business models in a number of innovative ways, not simply stopping at the implementation of model portfolios, acco...

Editorial

AXA’s Andrew Penn claims the group is in good shape ahead of its acquisition by AMP – with profit down, but cash earnings up....

People & Products

Pinnacle Investment Management has appointed Alex Ihlenfeldt to the role of chief operating officer (COO) as the firm expands its capacity and grows its third party distr...

Life/Risk

Zurich Australia remains the top dog for business life insurance, according to the latest ratings by research house Canstar Cannex....

Financial planning

Clearview Wealth has made two new senior management appointments that will boost its marketing and compliance teams....

Financial planning

Investment management platform provider Praemium has been appointed by the Islamic Bank of Britain to launch the UK’s only Sharia compliant retail discretionary por...

People & Products

Perpetual has appointed former Asgard executive Glen Mesch as WA state manager for Private Wealth in a bid to up its game in the booming WA market....

Financial planning

WHK Horwath to take on global branding of Crowe Horwath in 2011....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 3 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
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