Financial Planning

The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion...

With Sanlam Private Wealth coming under ASIC pressure regarding the number of responsible managers in its business, law firm Holley...

Insignia Financial has granted CC Capital access to select company information in the hope of securing an improved offer from...

Recruitment agency Robert Walters has revealed the expected salary ranges for Australian financial advisers in 2025, with one particular state...

As global PE firms scope out the Australian wealth management industry, Finura predicts which other local names may potentially receive...

The Sydney-based advisory group has welcomed a new partner to its ranks, who previously led advice licensee businesses at Insignia...

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital.

In a tight race against Morgans, AMP Financial Planning has won back its position as the largest individual licensee in...

Learning to delegate authority and relinquish a hands-on approach is a critical step towards building a self-sustaining financial advice practice,...

Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in...