ClearView has said it expects to completely exit wealth management by the third quarter of FY25....

Centrepoint Alliance is optimistic of benefitting from licensee switching to grow organically and is set to boost funds under advice via a new investment platform in Octo...

Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....

As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships....

After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?...

With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...

A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....

The platform race is “ours to lose”, says HUB24’s chief executive Andrew Alcock, as it reports a 62 per cent rise in annual platform net inflows in FY24. ...

A former strategy manager at suspended financial services business BBY has been sentenced for aiding and abetting dishonest conduct. ...

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...