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BT is to launch a new low-cost “Focus” investment menu for its Panorama platform this October, in partnership with Vanguard, seeking to compete with industry superannuati...
INDUSTRY NEWS
Net gains of financial advisers have already doubled since the start of FY25, according to this week’s Padua Wealth Data, with momentum gathering pace far faster than the...
INDUSTRY NEWS
National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ N...
INDUSTRY NEWS
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it s...
INDUSTRY NEWS
Australians under 45 expect to need $100,000 per year to retire comfortably, but almost half the working population have no plan on how they will achieve this, Vanguard h...
INDUSTRY NEWS
Divergences in the ratings of private credit funds by the major research houses demonstrate why financial advisers need to dig deeper and look beyond the surface-level ra...
INDUSTRY NEWS
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential dea...
INDUSTRY NEWS
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November. ...
INDUSTRY NEWS
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from ...
INDUSTRY NEWS
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley. ...
INDUSTRY NEWS
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fide...
INDUSTRY NEWS
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research hou...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...