The growing number of HNW clients presents a significant growth opportunity for advice practices. Here's how advisers can navigate this shift. ...

Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more than 20 years with the business. ...

Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

Both Betashares and Global X have launched ETFs focused on the global defence sector, just weeks after VanEck also announced its own defence ETF....

As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....

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Clime Investment Management has announced that all three of its non-executive directors have resigned from the company’s board....

A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...

Research house Investment Trends has made a new hire to head up its Australian sales team....

Platinum Asset Management has seen its first rise in funds under management in seven months, helped by positive investment performance. ...

The investment platform saw its highest-ever quarterly rise in funds under administration over the September quarter, as it also provides an M&A update....

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....

A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...

Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry....

ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended....

International equity ETFs continue to encompass the lion’s share of the broader Australian ETF industry’s growth, with the segment accounting for 60 per cent of quarterly...

The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassfied as wholesale cinvestrs....

Almost three-quarters of asset management chief executives globally are worried a lack of talent will negatively impact their growth, according to KPMG....

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....