A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”....

Australian Ethical has seen its funds under management reach $10 billion, driven by organic customer growth and superannuation contributions....

Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position....

As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....

Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged....

The Federal Court has approved the $16 million class action settlement regarding Dixon Advisory and Superannuation Services....

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about sett...

Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers...

The wealth management company reported $544 million of inflows from financial advisers in the first quarter of 2024....

Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position....

Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionall...