An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....

Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....

The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to v...

The central bank has announced its latest rate decision amid signs of improving inflation in Australia and rumbles of slowing global growth. ...

Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....

Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...

Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....

The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....

Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...

Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants....