Clime to put Madison advisers in driver’s seat

Clime to put Madison advisers in driver’s seat

The owner of Madison Financial wants advisers to more substantially own and control the license in a bid to gain scale and profitability.
Centrepoint adds M&A experience to board

Centrepoint adds M&A experience to board

Amid the continuing consolidation of mid-sized financial planning licensees Centrepoint has added M&A experience to its board.
Will restoration of trust be dividend of AMP BOLR settlement?

Will restoration of trust be dividend of AMP BOLR settlement?

The big question for AMP Limited is whether its $100 million BOLR class action settlement will generate an adviser trust dividend.
Financial adviser sitting with couple talking through options

The issues worrying advice clients

Mike Taylor 29 November 2023 No Comments

Advisor queries and responses have revealed that while clients are worried about market volatility they are just as worried about retirement.

Optimum Pensions book launch retirement income

Experts’ roadmap promises to hyper-charge retirement income

Patrick Buncsi 28 November 2023 No Comments

Optimum Pensions have launched a new book promising financial planners new, real-world strategies that deliver secure income for retiring clients

Ethical investment wealth transfer

Ethical investment key to satisfying next generation of wealth clients: survey

Patrick Buncsi 28 November 2023 No Comments

Advisers who involve clients’ beneficiaries in the wealth-transfer process have notably better client retention and satisfaction, a new survey reveals

Male hands - thumbs up thumbs down

Adviser numbers steadily stay above 15,600

Mike Taylor 24 November 2023 No Comments

Despite all the recent merger and acquisitions activity in financial planning, adviser numbers are holding steady at over 15,600.

Talent identification

Frontier Advisors undergoes staff restructure

Yasmine Masi 24 November 2023 No Comments

Frontier Advisors has reshuffled much of its investment and research teams, resulting in several new roles and one senior exit.

Blind justice and bad apples

Mercer Financial Advice hit with $12m penalty

Mike Taylor 23 November 2023 4 Comments

Mercer Financial Advice has been hit with a $12 million Federal Court penalty over charges that it failed on fee disclosure.

AMP North platform BlackRock NAB portfolios

AMP settles BOLR class action for $100m

Mike Taylor 23 November 2023 3 Comments

AMP Limited has announced that it has settled its BOLR class action with AMPFP planners for $100 million.


INDUSTRY NEWS

Pockets of opportunity amidst a slowdown

Financial Newswire Contributor 16 November 2023

Industry News

No Comments

Listen to Dushko Bajic, Head of Australian Equities Growth, First Sentier Investors key takeaways from reporting season.

Alphinity: Laser-focused on earnings

Financial Newswire Contributor 16 November 2023

Industry News

No Comments

For boutique fund manager, Alphinity Investment Management, their earnings-focused investment process is their North Star and…

Like the proverbial middle child, mid-caps are sometimes overlooked…

Financial Newswire Contributor 9 November 2023

Industry News

No Comments

This asset class might not be as popular as its large-cap sibling, but it’s certainly offering investors excellent opportunities.

Government Bond Issuance Boom to Pressure Yields Higher

Financial Newswire Contributor 1 November 2023

Industry News

No Comments

When almost all developed market governments simultaneously boost issuance, yields will need to increase across the board.


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Male hands - thumbs up thumbs down

Adviser numbers steadily stay above 15,600

Mike Taylor | 24 November 2023Despite all the recent merger and acquisitions activity in financial planning, adviser numbers are holding steady at over 15,600.
Talent identification

Frontier Advisors undergoes staff restructure

Yasmine Masi | 24 November 2023Frontier Advisors has reshuffled much of its investment and research teams, resulting in several new roles and one senior exit.
Blind justice and bad apples

Mercer Financial Advice hit with $12m penalty

Mike Taylor | 23 November 2023Mercer Financial Advice has been hit with a $12 million Federal Court penalty over charges that it failed on fee disclosure.
AMP North platform BlackRock NAB portfolios

AMP settles BOLR class action for $100m

Mike Taylor | 23 November 2023AMP Limited has announced that it has settled its BOLR class action with AMPFP planners for $100 million.
Big man negotiating with little man

Good advisers have whip hand over scale-focused licensees

Mike Taylor | 23 November 2023Good financial advisers have found themselves with the whip hand as large and mid-scale licensees compete to achieve greater scale.
Man on bike with square wheels

Jones commits on SOAs and safe harbour, but not right now

Mike Taylor | 23 November 2023Financial advisers should not expect any rapid Government action on SOAs or the safe harbour steps with the minister wanting to get it right.
Trophy with blue background and lights

FAAA crowns inaugural award winners

Yasmine Masi | 23 November 2023The FAAA announced its inaugural FAAA Awards winners, presented at a gala dinner off the back of its FAAA Congress in Adelaide this week.
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ASIC bans investment services director

Yasmine Masi | 22 November 2023ASIC has disqualified former Magnolia Capital director, Mitchell Atkins, after deceptive and misleading conduct was discovered.