Macquarie Business Banking has revealed the top characteristics of high-performing financial advice practices, including how succession planning and client engagement can...

Appearing at Senate estimates, ASIC deputy chair Sarah Court has claimed the $7.2 million penalty issued to Dixon Advisory was made to send a “deterrent message” as the f...

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....

A global advisory firm has been ordered by the Federal Court to freeze its funds and assets for failing to lodge financial statements....

Cash ETFs are attracting high inflows as investors flock towards liquidity and defensive strategies in their investment portfolios, driven by structurally high inflation ...

The robo-adviser and fund manager has unveiled two new portfolios in response to client feedback and growing concerns around inflation. ...

Sequoia Financial Group has welcomed an additional five financial advisers to its ranks, reporting positive adviser growth in three out of four weeks this month, accordin...

Russell Investments has welcomed a new managing director for Australia and New Zealand and a head of APAC as Jodie Hampshire steps down after 17 years at the asset manage...

Following the announcement of a proposed Advice Services Co at the beginning of the quarter, Insignia Financial has provided further details about this new model for its ...

A former Ord Minnett financial adviser, who is being sued by the firm, has been temporarily banned from contacting her former clients after it was found 17 clients moved ...

Diverger has confirmed a rival bidder has put forward a competing proposal for acquisition, though Count continues to be the frontrunner in the eyes of the board. ...

Pinnacle has reported challenges in the domestic retail and institutional market where it is expending resources to ensure it is ready for a market recovery....

Australia’s fund management industry has grown significantly to $4.3 trillion in FUM, however complex regulatory policy prevents the nation from properly competing with i...

Regal Partners has confirmed in an ASX statement that it is in discussion to potentially acquire PM Capital, a month after the firm pulled its bid to acquire Pacific Curr...

A new digital platform has launched, which connects financial advisers with clients needing urgent support about matters such as divorce and adoption, as well as other pr...

Gai McGrath, chair of BT Funds Management, has been appointed non-executive director at Insignia Financial and is expected to commence in the first quarter of 2024....

Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold...

Membership of the FAAA declined by 11.7 per cent in the last financial year, according to its 2023 annual report, three times faster than the overall decline in adviser n...

AMP has reached the next stage in the sale of its real estate and infrastructure business to Dexus, but it remains yet to be completed 18 months after entering into agree...

ASIC has indicated its disappointment that “little improvement” has been made on the reportable situation regime but financial advice breaches have declined over the year...