A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....

A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...

As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...

Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hi...

AFCA has told a parliamentary joint committee that it is insufficient for financial advisers to not thoroughly check whether a person qualifies as a wholesale investor gi...

Financial stress levels among working Australians has reached its highest point in a decade but few are taking their struggles to a financial adviser, AMP finds. ...

The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...

Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....