Asset manager Platinum has announced to the ASX that a “turnaround is required and underway” as it battles with net outflows and declining revenue. ...

With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achiev...

Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management....

All eyes are now on ASIC as licensees await how the regulator will use the internal dispute resolution regime data submitted as the deadline is reached....

Baron Rothschild famously said the time to buy is “when there’s blood on the streets, even if the blood is your own”. Thanks to high inflation and interest rates, there’s...

The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with over 550 advisers. ...

Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...

Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valu...

Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...

NextGen Financial Group has bid farewell to its remaining financial advisers following ASIC’s cancellation of its AFSL, contrasting the firm’s peak of over 100 advisers i...

A benchmark unaware investment process and disruption in the adviser and platform market are among headwinds for Platinum as the 30-year-old firm announces a two-part tur...

Global investment manager Fidelity International has appointed a new president to take over from Anne Richards, who will move into a vice chair role....

Blackwattle has appointed former Antipodes founding partner and portfolio manager, Sunny Bangia, and three former colleagues to launch its first global equity fund....

Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm. ...

The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prevent its authorised representative from accepting conflicted remune...

Vanguard has announced its international chief executive, Tim Buckley, will retire by year-end while chief investment officer Greg Davis has been promoted to president....

Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles an...

The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms prov...

The shadow government has appointed a minister for financial services following the departure of Stuart Roberts last May, plus a new role for Andrew Bragg....