Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. ...
Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets....
J.P. Morgan Asset Management has announced the launch of four low-cost ETFs in partnership with Vanguard Australia, enhancing advisers’ access to affordable, strategicall...
In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...
A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee problems flagged by APRA....
With platforms reporting frequent adviser requests for alternative assets, especially for high-net-worth clients, two platforms have shared the complexities of hosting th...
AWAG has made a 20 per cent strategic investment in First Mutual Australia as it seeks to grow AWAG’s authorised representatives to 80–100 by the end of the financial yea...
The chief distribution officer at Allianz Retire+ has departed after less than two years to take up a senior role at Generation Life. ...
APRA has issued a letter to platform trustees to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms, in light of First ...
With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients...
While specialist advice firms have become an increasingly popular business model in recent years, industry analysis reveals whether there are financial benefits to be gai...
Consumers who receive financial advice are feeling more secure in the face of global instability and volatility than their unadvised peers, according to the FAAA....
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...