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Managed accounts investment swells to $135 billion despite market headwinds
Positive flows negated an almost ten per cent drop in the ASX/S&P200 over H1 2022, with total funds increasing another $3.4 billion.
Further 7pc of advisers linked to unis: Principals Community brings scale to grad drive
With 127 practices under its wing, the tie-up between Kon Costas' ex-BT network and Deakin University will give 1,263 advisers a direct line to graduates and...
FPA/AFA cultural divide 'more perception than reality': Abood
CEOs at the soon-to-merge associations say the two groups have become more aligned over the years. AFA members are no longer die-hard 'riskies', and the FPA...
'Now's the time': FPA, AFA announce merger plans
Prompted by advice industry rationalisation, the Levy review and the need for a united voice in Canberra, the two major associations will invite members to...
SOAs to go, advice upended in review proposal paper
Advice is set for a dramatic shift towards deregulation, with the Levy proposal paper sketching a plan to ditch statements of advice and best interest duty in...
Insignia's ANZ and MLC moves show dividends
The integration of its marquee business acquisitions has helped the nation's largest provider of financial advice services turn the corner.
'Promise, celebrity, volatility': Longo lays out ASIC's concerns for year ahead
The chair will take a hard line on DDO and crack down on scams, but his major concern is crypto misinformation. "My job is to be frank with the Australian...
Bubble spotting as much art as science: Ruffer
The analysis required to distinguishing the hot from the irrationally over-heated is about more than numbers, according to Ruffer's Lauren French.
Global advice business models on the cusp of change: KPMG
"Fragmented" service models for advice groups will soon coalesce into three distinct business models according to KPMG's Future of wealth management report.
Jones looks to shorten exam, improve ethics code
Once the advice review is completed, the minister has asked Treasury to look at updating the ethics code and assessing the viability of a shortened adviser...
AZ NGA dives into supply chain with Virtual Business Partners tie-up
AZ NGA moves on from dealer group model to take up a horizontally integrated strategy.
ASIC levy review targets adviser 'time-lag' issue
The review will consider "the consequences of time lags between regulatory action and cost allocation", the terms of reference states.
AMP Advice to 'break even' by 2024 as losses soften
The institutional provider's AUM and profit lines stayed red in 1H22, but positive signs emerged.
Vanguard goes all-in on 'lightly regulated' advice pitch
The global ETF and would-be superannuation fund provider believes a scaled compliance model would better serve the domestic advice market.