Transaction prices for M&A in the financial services sector remain buoyant, according to HLB Mann Judd, but targets are often reluctant to sell up....

Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year....

First Sentier Investors has expanded its responsible investment and corporate sustainability capabilities with three appointments....

Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian...

Despite a small contraction in global gross domestic product expected by economists following the conflict in Ukraine, fund managers have set their sights on stagflation....

The Quality of Advice Review’s inclusion of technology uptake in its terms of reference is an encouraging step, according to Ignition Advice, and reflects a maturing of t...

WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...

Advisers providing personal advice may have an exemption regarding complying with Target Market Determination but confusion remains around proving the use of the informat...

The regulator has permanently banned former authorised representative, Roderick Halligan, from providing financial services for contravening financial services laws and f...

Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions....

Milford has launched three global equity funds, aiming to provide Australian advisers and investors with access to specialist portfolios, while chairman Mark Cross announ...

With the US Federal Reserve increasing its policy rate by 25 basis points to 0.50%, fund managers and economists have weighed in on the impact for Australian investors....

Over the period of 1 July, 2021 and 28 February 2022, the Australian Financial Complaints Authority closing more advice complaints than it received, with the sector repre...

GQG Partners Emerging Markets Equity held the largest exposure at the end of 2021, according to Lonsec, but the firm cut this to just over 1% by the end of February by re...

The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...

This month’s announcement of the terms of reference for the Quality of Advice Review elicit a certain element of deja’vu among advisers....

Following the acquisition of Synchron, WT Financial Group has said it is set to become Australia’s third-largest adviser group by adviser numbers, writes Oksana Patron....

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham....

What was traditionally the domain of institutional investors is now becoming accessible to retail investors thanks to lower fees and availability on platforms, writes Lau...