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Private wealth enjoys its ‘best conditions in 30 years’Private wealth enjoys its ‘best conditions in 30 years’Private wealth enjoys its ‘best conditions in 30 years’

13 October, 2021 by Aleks Vickovich, Financial Review

Private wealth advisers are riding the $2.3 trillion green investing boom and bulging assets of Australia’s richest people to record revenues while advisers to mum-and-dad investors face a profitability crisis. The opportunity for private ...

Clock Ticks For Planners Yet To Pass Compulsory TestClock Ticks For Planners Yet To Pass Compulsory TestClock Ticks For Planners Yet To Pass Compulsory Test

12 October, 2021 by John Collett, Sydney Morning Herald & The Age

How many attempts did your financial planner take to pass a compulsory 3½-hour knowledge test that is part of a raft of regulations designed to weed out dud planners? Or is your planner yet to pass, despite the first exam session being he...

Financial Advice A Loss-making Business: KPMGFinancial Advice A Loss-making Business: KPMGFinancial Advice A Loss-making Business: KPMG

12 October, 2021 by Aleks Vickovich, Financial Review

Modelling by professional services giant KPMG has found the average cost to provide financial advice exceeds the price paid for that advice by 30 per cent, reigniting calls for red tape to be stripped from the troubled sector. The findings...

9 Questions To Ask A Financial Adviser (Before Hiring One)9 Questions To Ask A Financial Adviser (Before Hiring One)9 Questions To Ask A Financial Adviser (Before Hiring One)

23 September 2021 by Grace Oliver, Morningstar

Before you seek advice, consider these questions in order to make sure you get the right adviser for you. According to researcher Adviser Ratings, advice fees are on the rise, rocketing more than 28% in the last to years.

The ‘Pincer Movement’ For Financial AdvisersThe ‘Pincer Movement’ For Financial AdvisersThe ‘Pincer Movement’ For Financial Advisers

22 September, 2021 by Laura Dew, Money Management

Financial advisers are facing a “pincer movement” from compliance and educational requirements, with “deeply concerning” numbers of advisers leaving the market. Research by the AFA, IOOF and Adviser Ratings had found that Australians who r...

How Perpetual is Building The ‘Freehills’ Advice ModelHow Perpetual is Building The ‘Freehills’ Advice ModelHow Perpetual is Building The ‘Freehills’ Advice Model

13 September, 2021 by Aleks Vickovich, Australian Financial Review

The 135-year-old investment manager will buy more retail financial advice firms in an attempt to capitalise on the imminent generational wealth transfer. And there is no shortage of firms up for sale. Research house Adviser Ratings estim...

Adviser Numbers Dwindle As Big Advice Groups Lose 1 in 5 MembersAdviser Numbers Dwindle As Big Advice Groups Lose 1 in 5 MembersAdviser Numbers Dwindle As Big Advice Groups Lose 1 in 5 Members

13 September, 2021 by Maja Garaca Djurdjevic, SMSF Adviser

The number of adviser roles has slumped by another 8 per cent since the start of this year to 19,319, with the largest three groups representing 52 per cent of the adviser net outflow. Earlier this year, Adviser Ratings predicted only 13,...

Frydenberg Announces Probe Into ASIC Industry Funding ModelFrydenberg Announces Probe Into ASIC Industry Funding ModelFrydenberg Announces Probe Into ASIC Industry Funding Model

30 August 2021 by Ronald Mizen, Australian Financial Review

The corporate watchdog’s industry funding model will be reviewed to ensure it remains fit for purpose following a 50 per cent increase in the burden on business in the past three years.

How Wealth Advisers Powered Australia's ETF BoomHow Wealth Advisers Powered Australia's ETF BoomHow Wealth Advisers Powered Australia's ETF Boom

9 August, 2021 by Aleks Vickovich, Australian Financial Review

Investors have tipped more than $20 billion into exchange traded funds (ETFs) listed on the Australian Securities Exchange in the first half of the year alone, taking the total value of the local market to $115 billion. There were 19,116 ...