Forbes Fava Financial Planning has acquired Melbourne-based firm Financial Planit, taking “another key step” towards its long-term strategic growth plans for the region....

Self-licensing specialist My Dealer Services has announced partnerships with five businesses, including Morningstar and Peloton Partners, to expand its service offering....

ASIC has launched civil penalty proceedings in the Federal Court against Equity Trustees for its role in the Shield Master Fund failure....

While crypto continues to gain traction among investors globally, improving accessibility for financial advisers is key to helping them serve the demand from younger clie...

Investment platform Praemium has reported strong 2024–25 financial year results, with large increases across a range of business metrics, which it credits to the firm’s s...

Alternative investment manager Regal Partners has set a target of doubling its offshore funds under management within three years amid strong inflows from offshore invest...

Fitzpatricks Advice Partners has formed a strategic alliance with two chapters of a global business support and networking organisation, expanding its offering for the fi...

Being able to provide certainty about redemptions is worth fund managers pursuing when targeting the retail market even if it means sacrificing returns, according to Fede...

More than 25 winners have been announced at the second annual Australian Wealth Management Awards. ...

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

A former financial adviser has been extradited from New Zealand after being alleged to have misappropriated $4.1 million from 13 clients....