CSLR unsustainable and another Dixon collapse will break it

CSLR unsustainable and another Dixon collapse will break it

Major accounting group CA-ANZ says the CSLR is unsustainable in its current form and another Dixon Advisory collapse will prove it.
Shape of DBFO Tranche 2 visible before Christmas

Shape of DBFO Tranche 2 visible before Christmas

Assistant Treasurer, Stephen Jones expects the DBFO exposure draft to be available before Christmas but a Federal Election is looming.
AZ NGA still acquisitive post AMP deal

AZ NGA still acquisitive post AMP deal

Paul Barrett's AZ NGA has acquired StrategyOne Advice Network signalling that it is not done yet on making acquisitions post-AMP.
Tip of the iceberg

Advisers struggle to balance affordability and profitability: CFS

Yasmine Raso 20 November 2024 No Comments

New research commissioned by CFS has identified several key “hurdles” to financial advisers increasing the client list.

AFSLs cannot outsource responsibility for AI or digital fails

Mike Taylor 15 November 2024 3 Comments

ASIC’s action on Cbus has been cited by the minister as an example of the manner in which licensees cannot outsource responsibility.

Complaint sign and gavel

Dixon Advisory again skews advice complaints data

Mike Taylor 15 November 2024 No Comments

Financial adviser numbers have again crept above 15,500 as new complaints data remains skewed by the collapse of Dixon Advisory.

Retirement calculator

Retirement confidence hits 10-year low

Mike Taylor 15 November 2024 One Comment

Retirement preparedness confidence has fallen to a 10-year low according to new research from Investment Trends and Brighter Super.

Road to 2030

Insignia envisages advisers generating over $1.1m a year

Mike Taylor 14 November 2024 4 Comments

Insignia Financial is placing the MLC brand and adviser productivity front and centre in its strategy to carry the company forward to 2030.

CFS launches international managed accounts on Edge

CFS launches intl SMAs on advice portal

Patrick Buncsi 14 November 2024 No Comments

Advisers and clients of Colonial First State’s (CFS’s) Edge platform will now have access to new suite of international managed accounts.

Succession plan

Investment fund established to finance advice, accounting succession

Mike Taylor 13 November 2024 No Comments

In a move suggesting financial advice and accounting successions represent an investment opportunity, a new fund has been established.


INDUSTRY NEWS

Fixed income markets: When the stars align

Financial Newswire Contributor 1 November 2024

Industry News

No Comments

Fixed income markets offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle. 

3 Lessons from 20 Years of investing in Australian Equities

Financial Newswire Contributor 1 November 2024

Industry News

No Comments

Successful investing in Australian equities requires finding high quality businesses and avoiding permanent capital loss. Here we show you how.

Reporting season podcast: temper your enthusiasm (slightly)

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Companies tempered growth promises heading into 2025. Explore encouraging economic indicators and stocks we think have earnings growth potential.

Aussie credit stacks up

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Western Asset believes that Australian credit is not a one-size-fits-all solution. Learn how the inclusion of “plus” sectors into the asset mix can im


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Retirement calculator

Retirement confidence hits 10-year low

Mike Taylor | 15 November 2024Retirement preparedness confidence has fallen to a 10-year low according to new research from Investment Trends and Brighter Super.
Road to 2030

Insignia envisages advisers generating over $1.1m a year

Mike Taylor | 14 November 2024Insignia Financial is placing the MLC brand and adviser productivity front and centre in its strategy to carry the company forward to 2030.
CFS launches international managed accounts on Edge

CFS launches intl SMAs on advice portal

Patrick Buncsi | 14 November 2024Advisers and clients of Colonial First State’s (CFS’s) Edge platform will now have access to new suite of international managed accounts.
Succession plan

Investment fund established to finance advice, accounting succession

Mike Taylor | 13 November 2024In a move suggesting financial advice and accounting successions represent an investment opportunity, a new fund has been established.
Hand moves 2024./5 blocks

Count closes out remediation provisioning

Mike Taylor | 13 November 2024Count Limited has closed out its remediation programs at the same time as confirming the benefits of its Diverger acquisition.
AMP North adds to its senior leadership with three new hires

AMP North boosts ops, product, strategy capability with new hires

Patrick Buncsi | 13 November 2024AMP has created three new leadership roles within North, providing added muscle to the wrap investment platform's operations, product, and strategy.
Worried retired couple

Retirees falling through financial advice cracks: Chant West

Yasmine Raso | 12 November 2024Chant West's an Fryer has urged super funds to provide more affordable and accessible financial advice services for retirees.
M&A

LGT Crestone acquiring CBA Private

Mike Taylor | 11 November 2024LGT Crestone has announced that it has entered into an agreement to acquire Commonwealth Private Advice.