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While the benefits of managed accounts for clients are well-documented, there are also numerous benefits that they bring to businesses, writes Xplore Wealth’s Anne Hamieh...

Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income....

Gender diversity is only a subset of the larger inclusion story and that is what is important to develop the financial services industry, Money Management and Super Revie...

Maree Cridland, business development manager (BDM) for Generation Life, is the winner of Money Management’s and Super Review's Women in Financial Services award for BDM o...

For Kylie Jones, it was her work on the AIA Women at Work committee that won her this year’s Advocate of the Year award. ...

It is never too late for women to understand their finances, according to Felicity Cooper, winner of this year’s Money Management and Super Review Financial Planner of t...

People come from all walks of life and a strong focus on diversity and inclusivity makes for a stronger workplace, according to TAL’s chief people and culture officer, Ce...

Sangeeta Venkatesan’s, executive chair for FairVine Super and winner of Money Management and Super Review’s Women in Financial Services award for Innovator of the Year sa...

Design, innovation, and implementing climate change initiatives have led Cbus Superannuation’s head of infrastructure, Diana Callebaut, to win Money Management and Super ...

Having the flexibility to job-share their chief executive and managing director role has been a key decider in the career advancement of Generation Life’s Lucy Foster and...

Georgie Obst, general manager customer loyalty at HESTA and winner of Money Management’s and Super Review’s Women in Financial Services award for Marketing and Communicat...

Brightening a life and experiencing the positive impact it has on someone else are some of the highlights of Shadé Zahrai’s mentoring career....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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