Netwealth and iCapital partner to distribute investments
Investment platform Netwealth and fintech platform iCapital have entered a strategic partnership.
October 19, 2023
Why licensees are suddenly so eager for aligned firm equity
As the number of financial advisers continues to decrease, fewer and fewer licensees’ growth plans depend on adding significant numbers of new advisers. Instead, they’re focusing on sharing in the growth of the advice practices in their existing network. A report released this week provides an insight into why this might be a winning strategy.
October 19, 2023
Under the radar: working with the watchdog
A trusted few financial advisers are bought under the wing of the regulatory watchdog to bring down their industry peers for corporate wrongdoing.
October 19, 2023
Exit of banks from advice has seen advice businesses thrive
Advisers who are no longer part of bank-owned licensees have gone from strength to strength since the Hayne royal commission and the banks’ exit from the profession, according to National Australia Bank research. While it is not longer in the business, the giant financial institution says it is optimistic about the sector.
October 18, 2023
Tapping into the biggest catalysts for people seeking advice
Life changing events can be micro or macro in nature, and can occur at any time. Either can be a catalyst for people to seek advice for the first time or to lean on an established relationship.
October 18, 2023
New directors elected to FAAA board
Members of the Financial Advice Association Australia (FAAA) have elected three new directors to the association’s board.
October 18, 2023
CFS adds 25 managed accounts to CFS Edge
Colonial First State (CFS) has partnered with Atchison, Drummond, and Russell Investments to expand the investment choice on CFS Edge with 25 new managed accounts.
October 18, 2023
Advice is about more than just money
A new research report underscores a shifting perspective on financial advice, emphasising that it is about more than just money and forecasting a wave of new opportunities for financial advisers.
October 17, 2023
Nothing to fear from new players entering the game
Demand for advice is set to boom, and the question of who’s best-placed to meet that demand is live. Financial advisers might deliver the “best” advice, while super funds will deliver advice to more people. But solving the demand issue isn’t an either/or proposition, and advisers have nothing to fear from new players entering the game.
October 17, 2023
Allianz Retire+ AGILE to be added to HUB24
Allianz Retire+’s retirement income solution, Allianz Guaranteed Income for Life (AGILE), will be added to HUB24 in Q4 of this year.
October 17, 2023
2023 Aged Care Adviser Of The Year Awards launched
Aged care advice provider Aged Care Steps has launched its 2023 Aged Care Adviser of the Year Awards.
October 17, 2023
Life insurance industry doubles profit in FY23
Australia’s life insurance industry doubled its profits to $1.2 billion in FY23, according to KPMG’s annual market review.
October 17, 2023
