NEWS

The corporate regulator has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years’...

The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion...

Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff ...

Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new lice...

There has been a “noticeable uptick” in the use of smart beta ETFs by advisers and sophisticated investors, according to Betashares, who are using the vehicles to take co...

Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows....

New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows....

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...

As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025....

The FSC has announced 15 proposals ahead of the federal election which it hopes will increase the competitiveness of Australia’s financial services sector, including six ...

Advisers may assume Gen Z and Millennials are less financially savvy than their older peers, but NAB has found they are actively engaging in “buy the dip” strategies when...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 4 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 4 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week 2 days ago