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Financial Planning

BlackRock launches ESG model portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
BlackRock has introduced a range of ESG model portfolios covering a range of risk profiles, saying it is making sustainability more affordable.

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
While Australian investors are overall less trusting of the financial services industry and financial advisers than global peers, a new survey has found levels of trust to be robust.

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
The regulatory transition of the financial advice industry has been cumbersome for many people but senator Jane Hume believes the worst of it is over.

Remembering Steve Williams

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
ClearBridge Investments has led tributes to its head of intermediary sales Steve Williams, who passed away last week following a short illness.

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
The private wealth manager has sold a minority stake to Emigrant Partners as part of a broader strategy that will see Koda Capital make its own acquisitions.

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months.

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows.

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
Natixis Investment Managers has revealed the five common financial misconceptions about millennials in its recent Five Financial Truths about Millennials at 40 report.

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
The national advice group has welcomed BWC Partners to its network, bringing its total new adviser count so far in 2022 to 41.

Fitzpatricks expands QLD presence

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
Fitzpatricks Private Wealth has grown its network, adding a Fortitude Valley practice.