Financial Planning

The Federal Court has frozen the assets of two individuals, Ferras Merhi and Osama Saad, for their connections to the...

TAL has appointed two experienced financial services professionals to its board including a new chair for the business to replace...

The Finance Union Sector has criticised AMP’s decision to move jobs offshore and questioned “what they will strip away next”...

Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its...

The Perth-based wealth management firm has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into...

Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while...

More than $2 billion in investment activity was recorded for Australian fintech firms last year, according to KPMG, with the...

Praemium has stated it is seeking accretive acquisition opportunities in the area of non-custodial solutions where it believes it can...

Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the...

Licensee Centrepoint Alliance has shared its first half FY25 results with strong performance coming from the acquisition of Financial Advice...