After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?
As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships.
Former Australian Retirement Trust chief executive Bernard Reilly announced he was joining Perpetual this week – what other CEO moves has the industry seen since the start of 2024?
Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter.
Perpetual has appointed a new chief executive to replace Rob Adams, with the new appointment holding a background in leading change programs as the firm moves to complete the KKR deal.
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves.
With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly.
The platform race is “ours to lose”, says HUB24’s chief executive Andrew Alcock, as it reports a 62 per cent rise in annual platform net inflows in FY24.
A former strategy manager at suspended financial services business BBY has been sentenced for aiding and abetting dishonest conduct.
An executive at the Institute of Public Accountants has suggested that a discussion around the need for gender quotas in financial services may now be warranted.
