Financial Planning

After a successful inaugural event last year, the Women in Finance Summit is returning in 2024 with more business insights...

Shadow minister for financial services, Luke Howarth, has reassured the industry that the Coalition “won’t go back to the drawing...

An appeal by convicted fraudster Dr Roger Munro has been dismissed by the Queensland Court of Appeal.

The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx...

Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends,...

Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence...

Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is...

The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk...

Australians aged 18–34 years old are demonstrating a higher degree of trust in social media-sourced advice over professional financial advisers,...

WT Financial lost seven advisers over the past week, but overall adviser numbers have welcomed a third consecutive week of...