Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....

Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...

Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....

Wealth management firm Morgan Stanley has told around 15,000 US advisers that they can recommend bitcoin ETFs for certain clients....

Global X investment strategist Marc Jocum reflects on how ETFs have transformed fixed income, with a next wave of innovation set to drive further change for investors....

Global X ETFs has announced the CEO of its Australian business, Evan Metcalf, will depart the firm after a decade....

Magellan Financial Group has reported its highest funds under management in almost a year, but specialist investors made redemptions following changes to its global fund....

The Governance Institute has said ASIC’s governance arrangements are no longer “fit for purpose” in a time when financial markets are quickly innovating and cyber crime b...

The central bank has announced its latest rate decision amid signs of improving inflation in Australia and rumbles of slowing global growth. ...

Lonsec chief investment officer, Nathan Lim, has reminded advisers and clients that attempting to time the market to combat volatility this week could be costly to portfo...

The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to v...

Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....

AMP Capital’s chief economist Shane Oliver has shared five reasons why he believes the Reserve Bank of Australia will opt to cut rates next, while industry commentators h...

Zenith Investment Partners has detailed how advisers can jump on the new opportunities offered by kangaroo bonds, which are issued by global firms in the Australian marke...

An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....

New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...

With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...

GQG Partners has reported a small rise in funds under management in July, ahead of its full-year results later this month....

Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....