Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion....
Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportun...
LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers....
In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...
Fund manager Payton Capital, which was acquired by HMC Capital in July, has opened a new office in Western Australia and a second office in Queensland to boost its AUM....
Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....
The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data, while AMP Group reports losses as several advisers open thei...
GQG Partners has reported a decrease in its funds under management as at 31 October, its first fall since October last year....
Stockspot analysis has named the top 10 suburbs across Australia that have the highest proportion of sustainable investors, largely dominated by one state in particular....
National advice firm Invest Blue has featured in this year’s Great Place to Work report, particularly for its nine-day fortnight initiative....
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...
After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
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...