With more and more licensees looking at M&A activity, Business Health has shared 10 suggestions to ensure a successful onboarding process as the two firms come together. ...

The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...

There has been 11 financial advice-related bannings by ASIC since the start of the FY2023–24 financial year, equating to one every month. ...

Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million....

The global asset manager has appointed a Sydney-based relationship manager from Netwealth to strengthen its partnership with the financial adviser community....

Australia contributed three-quarters of all APAC dividends in the first quarter of 2024, according to Janus Henderson, but cuts by BHP meant the country recorded no quart...

Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....

With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first....

Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”. ...

This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their te...

A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud....

Fidelity International has announced the launch of four active ETFs for Australian investors after confirming the delisting of one of its existing active ETFs from the AS...

Global X is slated to launch a new ETF focusing on US infrastructure development, while two of its crypto funds surpass AUM milestones following regulatory approvals....

With global head of iShares Salim Ramji moving to take the role of Vanguard CEO, the firm has outlined a new management structure. ...

With video gaming set to see 2.8 billion players next year, VanEck believes the activity will be the latest thematic to outperform, boosted by the use of artificial intel...

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single wome...

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research un...

A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards....

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, accor...

As the financial advice industry looks to embrace career changers, Money Management speaks to a former teacher and international development worker who took the leap into...