Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. ...

Non-custody solutions may be on the rise, especially among high-net-worth individuals, but there is a distinct divide in advisers’ understanding and knowledge of the prod...

Financial advice firm Wilsons Advisory has opened up its first Perth office, as the firm seeks to offer specialist corporate advice to mining and resources companies in t...

AFCA chief executive, David Locke, has shared a key way for its financial services member firms to reduce the volume of fees paid to the organisation, which it says are “...

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients....

Advisers may say they struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and fi...

The Australian Financial Complaints Authority has shared how much its member fees will rise in the next financial year. ...

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...

Principal Asset Management has appointed a global head of real estate research and strategy. ...

Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...

The corporate watchdog is suing FIIG Securities for alleged failures in its cyber security measures, describing the matter as a “wake-up call” to all licensees....

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

AFCA remains firm on its stance that industry failures occurring in the financial advice sector are fundamentally an advice issue, rather than a product issue....

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP’s chief economist, Shane Oliver, to discuss the ever-evolving ...

Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place....

Clime Investment Management has announced its latest appointment to strengthen its private credit and property capabilities ahead of planned product enhancements....

A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....

The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm...

Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the economy, financial advice, and superannuation ...