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...


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...