Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportun...

The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if the...

A global investment manager with more than $676 billion in AUM has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA....

Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of altern...

Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43....

With the results for the first half of FY25 now in, Money Management takes a look at which of the three ASX-listed investment platforms has seen the highest FUA growth....

Bennelong Funds Management has shared seven questions for financial advisers when they are selecting a research house for them, with a priority being to look beyond fund ...

As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...

With new entrant numbers up 90 for the calendar YTD, Wealth Data has revealed the top licensee owners that have onboarded new advisers....