Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact....
Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...
Advice practices say salaries are taking up almost half of their revenue as the battle for talent heats up in an environment of adviser shortage, according to Business He...
Financial advisers’ appetite for active ETFs as a cost-effective investment solution continues to grow, according to Dimensional Fund Advisors, as advice firms look to ma...
Over $1 billion in inflows went into international equity ETFs with two funds receiving over $150 million each in February, according to Betashares. ...
In the latest Meet the Manager profile, Money Management speaks with 4D Infrastructure CEO, CIO and portfolio manager Sarah Shaw. ...
A new Treasury financial services regulatory initiatives grid will work with ASIC to reduce compliance burdens for financial services firms, particularly those which are ...
A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....
The case management hearing for AMP’s BOLR proceeding to approve the $100 million settlement sum has been given a rescheduled date after two cancellations....
The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to ...
Former RBA governor Philip Lowe has made his first board move since departing the central bank last year....
WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced off...
Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...
AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation...
The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...
Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....
The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. ...
Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. ...
Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....
Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...