Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpacks.
National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice.
Perennial Partners has appointed a new regional manager for the southern states after the predecessor in the role left to join Schroders.
In this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic, along with Momentum Media political c
ASIC has cancelled the AFSL of a Queensland-based advice firm and is aware it had recommended investments that included the now-liquidated Global Capital Property Fund and the Shield Master Fund.
Insignia Financial suffered total net outflows of $1 billion in its first quarterly update for FY25, however reported overall growth in its funds under management and administration.
As Invest Blue looks to quadruple its client base to 60,000 Australians, managing director David Stephen says outsourcing is helping it achieve these growth aspirations and allowing advisers to focus on high-value tasks.
ASIC has released its annual report for the 2023–24 financial year, recording a 43 per cent year-on-year rise in alleged misconduct reports.
National advice firm Wealth Architects has acquired regional advice firm PKF Wealth in Tamworth as part of its strategy to provide financial advice to regional communities.
Australian Ethical Investment has appointed a new head of private markets to lead its infrastructure debt fund and private markets portfolio.
