AFSLs to expect ‘year of accountability’ around AI usage
With AI being flagged as a key focus for many in the advice industry, an industry specialist lawyer has warned...
With AI being flagged as a key focus for many in the advice industry, an industry specialist lawyer has warned...
Two of the industry's largest licensees suggest the investment trends of 2025 will carry over into the new year as...
After a tumultuous 2025, Prime Financial has cautioned inflation and a long-term mindset should be the top priority for the year...
Only four licensees saw double-digit adviser losses over the Christmas and New Year period but a tail of more than...
Ord Minnett has appointed a national practice manager, a newly-created role focused on professional development. Based in Melbourne, Scott Weaver...
Wealth-focused evergreen funds are set to grow at 11 per cent annually by 2029 as wealth managers focus on private...
The first adviser numbers have been revealed for the start of 2026, showing the impact of the education deadline which...
Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the...
Less than two weeks out from 2026, the profession is waiting to see what the total adviser loss will be...
In a year of consolidation and rationalisation, Money Management collates the biggest M&A in financial advice from the final three...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
