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Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...

Financial planning • 24 March 2025

National advice licensee Infocus has revealed a new integrated business model that seeks to partner with financial advisers and support scaleable growth in their practice...

Financial planning • 25 March 2025

Magellan has confirmed the new leadership of its active infrastructure ETF once head of investment, Gerald Stack, exits in July....

Funds management • 25 March 2025

The Financial Advice Association Australia has said it is unwilling to support the latest Delivering Better Financial Outcomes reforms unless substantial changes are made...

Financial planning • 25 March 2025

The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts....

Financial planning • 25 March 2025

With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...

Financial planning • 25 March 2025

Treasurer Jim Chalmers has handed down the federal budget for 2025–26 with a focus on retaining stability and certainty for the financial services sector....

Financial planning • 25 March 2025

Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans, following a majority stake taken by insurance distribution group Envest....

Financial planning • 25 March 2025

Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advis...

Financial planning • 26 March 2025

High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...

Financial planning • 26 March 2025

While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maxi...

Financial planning • 26 March 2025

The Finance Sector Union has branded AMP’s confirmation that it will not use surveillance and monitoring on employees in their homes a “win” for the union....

Financial planning • 26 March 2025

Two financial advice businesses in the AZ NGA network have merged to form a multidisciplinary firm with some 20 advisers and 2,500 clients across two states....

Financial planning • 26 March 2025

As adviser numbers struggle to keep pace with growing demand, Ord Minnett and Morgan Stanley believe large wealth firms like themselves have a major role to play in attra...

Financial planning • 26 March 2025

Financial Services Minister, Stephen Jones, will keynote Momentum Media’s Election 2025 event....

News • 26 March 2025

Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee....

Financial planning • 27 March 2025

A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...

Financial planning • 27 March 2025

BlackRock, in collaboration with iCapital and GeoWealth, has unveiled a model portfolio that delivers access to both private and public market assets in a single account,...

Funds management • 28 March 2025

Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData....

Financial planning • 27 March 2025

The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, according to Wealth Data....

Financial planning • 27 March 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 days 19 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 5 days ago