Financial Planning

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

Ord Minnett has appointed a national practice manager, a newly-created role focused on professional development. Based in Melbourne, Scott Weaver...

Wealth-focused evergreen funds are set to grow at 11 per cent annually by 2029 as wealth managers focus on private...

The first adviser numbers have been revealed for the start of 2026, showing the impact of the education deadline which...

Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the...

Less than two weeks out from 2026, the profession is waiting to see what the total adviser loss will be...

In a year of consolidation and rationalisation, Money Management collates the biggest M&A in financial advice from the final three...

Three licensee heads are anticipating greater supervision from the regulator next years as the profession continues to bear the reputational burden of high-profile...

Money Management collates the biggest hires and exits in the financial service space from the final three months of 2025. ...

Minister for Financial Services and Assistant Treasurer, Daniel Mulino, has commended ASIC on its actions against Netwealth over the First...