The issues worrying advice clients
29 November 2023Advisor queries and responses have revealed that while clients are worried about market volatility they are just as worried about retirement.
Centrepoint adds M&A experience to board
28 November 2023Amid the continuing consolidation of mid-sized financial planning licensees Centrepoint has added M&A experience to its board.
Experts’ roadmap promises to hyper-charge retirement income
28 November 2023Optimum Pensions have launched a new book promising financial planners new, real-world strategies that deliver secure income for retiring clients
Advisers who involve clients’ beneficiaries in the wealth-transfer process have notably better client retention and satisfaction, a new survey reveals
Will restoration of trust be dividend of AMP BOLR settlement?
24 November 2023The big question for AMP Limited is whether its $100 million BOLR class action settlement will generate an adviser trust dividend.
Adviser numbers steadily stay above 15,600
24 November 2023Despite all the recent merger and acquisitions activity in financial planning, adviser numbers are holding steady at over 15,600.
Frontier Advisors undergoes staff restructure
24 November 2023Frontier Advisors has reshuffled much of its investment and research teams, resulting in several new roles and one senior exit.
Mercer Financial Advice hit with $12m penalty
23 November 2023Mercer Financial Advice has been hit with a $12 million Federal Court penalty over charges that it failed on fee disclosure.
AMP settles BOLR class action for $100m
23 November 2023AMP Limited has announced that it has settled its BOLR class action with AMPFP planners for $100 million.
Good advisers have whip hand over scale-focused licensees
23 November 2023Good financial advisers have found themselves with the whip hand as large and mid-scale licensees compete to achieve greater scale.