As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...
Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings. ...
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...
JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions. ...
The ETF provider has launched its latest product providing investors with exposure to 2,000 small-cap stocks listed in the US, which are positioned to “benefit significan...
As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...
Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...
Praemium has added five new multi-asset SMAs to its platform from fintech Briefcase, which are constructed using ASX-listed ETFs to meet rising adviser demand....
Industry bodies have welcomed a government announcement that it will reform the education standards for financial advisers by opening up the number of approved degrees th...
Recruitment agency Keegan Adams has released its funds management distribution salary guide for 2025, with the role becoming more critical than ever as fund managers targ...
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...