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Financial Planning

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
In a new mandate win, JANA will provide traditional advisory services, strategic advice and portfolio construction and risk assessment for Community Trust South.

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
Financial advice firms are looking to hire more service-support staff in 2023 as many review their pay and benefits packages to remain competitive in an overheated market.

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
Experienced financial advisers working across major cities are earning as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs.

AMP profits, declares first dividend since 2019

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2023
AMP is set to pay a dividend of 2.5c per share after reporting a statutory net profit after tax (NPAT) of $387 million, its first since the Royal Commission came to an end.

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
Despite reporting bumper profits this morning, Commonwealth Bank continues to put out fires from its misconduct stemming from the Hayne Royal Commission, as it looks to tackle several class actions in 2023.

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
Wealth professionals are being encouraged to adjust their advice offering and better serve women or risk missing out on a key growth market.

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
Fiducian saw the number of its financial advisers grow from 66 to 84 representatives in the second half of 2022 and flagged that another five franchises are in the process of joining the fold.

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
Superannuation funds could soon break free from the shackles of intra-fund advice but financial advisers aren't happy about it.

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
Consumer bodies have criticised the Quality of Advice Review's final report, saying the proposals create a two-tier system whereby poorer Australians will only be able to access conflicted advice.

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains.