Over a quarter of paraplanners would be open to becoming financial advisers, creating an opportunity for them to consider the professional year as hundreds exit the indus...
In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....
E&P Financial Group has confirmed that the accounting of returns for self-managed super funds will be unaffected by the voluntary administration of Dixon Advisory....
Who pays to complete the outstanding administration for self-managed super funds will be a question for clients of the failed Dixon Advisory....
While most markets have seen their market concentration increase, Australia has been a “notable exception” as diversification in the ASX 200 has improved across sectors....
Advice practices which can show they are able to scale up their business via the introduction of new talent are going to be the most valuable firms going forward....
There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021....
Women’s financial security should not be overlooked by the Government when it comes to ending violence against women, according to the Australian Institute of Superannuat...
Boutique firm Firetrail Investments has poached Fidelity’s Anthony Doyle to work as head of investment strategy on its global opportunities fund....
James Evans is to retire as chair of Pendal after nine years and will be replaced by Deborah Page....


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
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...