Financial Planning

Women have lower retirement confidence and financial literacy that their male counterparts, according to AMP’s Retirement Confidence Pulse report, despite placing a higher value on their financial legacy. ...

Adviser numbers appear to have stabilised well below even the best-case scenario for the education deadline.  The end of 2025 was...

After falling to the wayside last year following a period of high engagement, an investment specialist believes responsible investing is ready for a...

Adviser-led wealth firm Granite Bay Private Wealth has been launched by a group of former Morgan Stanley executives with plans to expand nationwide. The Brisbane and Sydney-based wealth firm is led...

The fallout from Shield and First Guardian is likely to stifle future platform innovation as trustees shy away from risk...

HLB Mann Judd Australasian Association has announced Tony Fittler will step down as chair after 15 years in the role, continuing on with the firm’s Sydney office. ...

With AI being flagged as a key focus for many in the advice industry, an industry specialist lawyer has warned...

Two of the industry's largest licensees suggest the investment trends of 2025 will carry over into the new year as...

After a tumultuous 2025, Prime Financial has cautioned inflation and a long-term mindset should be the top priority for the year...

Only four licensees saw double-digit adviser losses over the Christmas and New Year period but a tail of more than...