The FPA and AFA have begun the process to consult with members on the new name for the proposed merged organisation. ...

The festive season is off to a damp start as the RBA raises interest rates for the eighth consecutive time this year to 3.1%...

A former Tasmanian-based financial adviser has been convicted of fraud....

LGT Crestone has partnered with StepStone Group to provide an open-ended venture capital offering....

There has never been a better time to pursue a career in advice as consumer demand is rising, according to 2022 FPA University Student of the Year winner, Matthew Kanizay...

Bracing for the high likelihood of a recession, Schroders’ model investment portfolio in 2023 will be overweight bonds up to 50%, according to its top executives....

BT’s head of platform distribution, Chris Mather, is to join CFS as the firm gears up to launch its new Edge platform next quarter....

Over 90% of advisers say they plan to increase their fees next year, according to Adviser Ratings, despite fees already having risen 40% since 2018....

Commonwealth Bank of Australia has set aside a further $220m to cover remediation of legacy fee for no service conduct at Count Financial....

ASIC has commenced Federal Court proceedings against OnePath Life for allegedly failing to act with utmost good faith during claims handling, the first time it has sought...

Former commandos Warren Loudon and David Vaughan launched their financial planning firm with the goal of “providing life changing advice to good people.”...

Boutique fund manager Ausbil has announced chief executive, Ross Youngman, will retire in the third quarter of 2023. ...

Over half of advisers sitting the November financial adviser exam passed the test, according to latest ASIC figures....

Interest rate cycles do not guarantee the doom and gloom of current economic forecasts, according to a boutique fund manager, and markets could see outperformance....

Population growth combined with a shrinking number of advisers means there has been a 74% rise in potential clients available per adviser, while total superannuation per ...

The Responsible Investment Association of Australasia has appointed Ross Piper from Australian Ethical Investment as its new chair....

Elston Asset Management has hired Megha Sharma to join the team as senior distribution manager. ...

Pinnacle Investment Management has advised its net share of performance fees after tax will be less than $1 million, down from $6.4 million in the previous year. ...

A few days after being fined by ASIC over alleged greenwashing, Vanguard has exited the global Net Zero Asset Managers alliance....

The idea of doing away with Statements of Advice is misguided, according to an advice consultancy, and advisers should instead consider how they can capture clients’ atte...