AMP bolsters managed portfolio offering
HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
AMP moved to strengthen the managed portfolio offering on its flagship wrap platform.
Xplore Wealth launches new solution
HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
In its first major move since rebranding, Xplore Wealth launched a new wrap platform.
Australians rapidly gaining wealth: Roy Morgan
ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
The value of assets held by Australians has almost doubled from 2007 to 2019, up 96%.
Clime ramps up private wealth
KANIKA SOOD  |  TUESDAY, 2 JUL 2019
Clime Investment Management is looking to hire more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business.
Advice firm expands to Dubai
ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
A financial advice firm catering to Australian expats is set to establish a new office in Dubai.
CountPlus transfers SMA management
KANIKA SOOD  |  MONDAY, 1 JUL 2019
CountPlus has offloaded the investment management of its SMA platform solution as it aims to rid itself of product conflicts.
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
Latest research from Investment Trends shows financial advisers are becoming increasingly concerned with how to provide affordable advice.
Bristol Street adviser banned
ELIZABETH MCARTHUR  |  FRIDAY, 28 JUN 2019
A financial adviser has been hit with an ASIC ban of five years after taking a one-size-fits-all approach to financial advice.
FASEA approves association designations
ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
Financial advisers who have completed a designation with the Association of Financial Advisers or the SMSF Association will have their efforts recognised by the Financial Adviser Standards and Ethics Authority.
MetLife, AFA call for more diversity in advice
ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
MetLife and the Association of Financial Advisers (AFA) launched the MetLife Progress: Professional Development Grant for Women.
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