Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....
The financial services group is the sole Australian firm to sit among the top 50 investment managers across the globe, but Australian firms have seen a decrease in AUM ov...
The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....
Advice licensees are opening faster than they are closing, and licensee owners with less than 20 advisers have grown by over 200 since the start of the year, new figures ...
With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role. ...
Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....
Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....
Selfwealth has announced the appointment of Craig Keary as its new chief executive, as well as a new chief commercial officer. ...
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...
The government has opened a consultation to increase regulation for digital asset and crypto platforms via holding an AFSL, including for those who give advice or promote...


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...