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. ...

Platinum has acknowledged its returns have not met expectations of clients or advisers, but says its investment philosophy will remain unchanged in the face of the firm’s...

Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...

In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of ...

Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit. ...

The regulator has lost a case against Finder regarding crypto products in the Federal Court, with the comparison site stating that “innovation always moves faster than re...

Selfwealth has made a number of appointments to its executive leadership team, as new CEO Craig Keary focuses on strategic growth....

AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase....

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments....

After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth...

There have been 16 outcomes issued by the Financial Services and Credit Panel since its launch in 2023, which issues or breaches are frequently occurring?...

ASIC has cancelled the AFSL of Sydney-based wealth manager, the third Sydney firm to face this action since the start of the year. ...