A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly created role focused on the national intermediary market.
Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real estate, super, shares, and ETFs upon receiving an inheritance.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.
Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns.
Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are jo
Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.
