Financial Planning

The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming...

With a third of AFSLs being solo advisers, how can they navigate key person risk and ensure they are still...

A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices,...

While adviser numbers continue to slowly creep back up, the latest Wealth Data analysis reveals they would actually be in...

Iress has appointed a chief AI officer to spearhead the fintech’s strategic focus on AI, with chief executive Marcus Price...

The shift in scale and consolidation has led to substantial growth in large privately owned licensees, which have tipped past...

ETF providers Betashares and BlackRock are reporting increased flows for currency hedged vehicles, but an adviser has warned on the...

Bravura chair Matthew Quinn is to step down later this year, following the exit of CEO Andrew Russell, while its...

Financial advice has an important role to play in navigating family discussions around inheritance, according to CFS, with younger generations...

A former Sydney investment manager has pleaded guilty to two counts of insider trading regarding a potential takeover of Platinum...