Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024....

A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....

Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across al...

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...

Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accoun...

As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation....

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....

A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC....

There is less than a week to go before ASIC commences a compliance program on 1 August to ensure licensees have correct FAR records, and enforcement action is possible if...

Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner....

Having completed the acquisitions of Merricks Capital and Argyle Group, funds under management at Regal Partners has risen 35 per cent to $16.5 billion....

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...

WT Financial lost seven advisers over the past week but overall adviser numbers have welcomed a third consecutive week of double-digit growth....

Recognising the women leading the charge in the financial services sector...

ASIC has reassured investors that Australian equity markets operate with a “high level of integrity” following its latest market cleanliness report....

The firm acquired Pendal in January 2023, but some 80 per cent of the firm’s FY24 asset management outflows came from Pendal products, according to Morningstar....

DomaCom has temporarily withdrawn the product disclosure statement of its DomaCom managed investment fund for new business at the request of its trustee....

Australians aged 18–34 years old are demonstrating a higher degree of trust in social media-sourced advice over professional financial advisers, according to ASFA....

The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....