Financial Planning

There has been a net loss of more than 50 advisers this week as the industry approaches the education pathway...

AZ NGA-backed advice firms, Coastline Advice and Edge Advisory Partners, have announced a merger to form a multi-disciplinary business with $10 million combined...

Having surpassed its target this week by doubling its authorised representatives, the Australian Wealth Advisors Group (AWAG) is eyeing 150 ARs by the...

Netwealth will compensate super members $100 million after admitting to failures related to including the First Guardian Master Fund on...

BlackRock is watching the consolidation of the advice market in Australia “very closely”, including the usage of model portfolio solutions within a single...

Bell Financial Group has appointed two private wealth advisers as state managers to facilitate the transformation of its retail advice...

Centrepoint Alliance has overtaken Count as the second largest AFSL with more advisers in the pipeline and strong EBITDA growth...

ASIC has released an update to its regulatory guidance on managing conflicts of interest for financial services businesses on the...

Sequoia Financial Group has flagged a series of non-cash impairments for the first half of FY26, citing exposure to Shield...

The Australian Wealth Advisors Group has completed two strategic investments, doubling its number of authorised representatives and increasing its FUMA...