With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of pro...

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week....

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...

Insignia Financial has announced a board director will be stepping down next year after almost a decade amid a board refresh. ...

Zenith Investment Partners has appointed a Brisbane-based business development manager, who previously led Fitzpatrick Private Wealth Partners as a director and senior ad...

Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used ...

Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....

In an environment of M&A, CA ANZ has stated any company looking to acquire an advice firm should be prepared to bear responsibility for any compensation to aggrieved clie...

Market research firm, Agile Market Intelligence, has announced a new initiative to provide financial advisers with visibility over popular and fast-growing managed funds ...

The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...