While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals. ...

A Queensland financial adviser has detailed how the latest ASIC levy increase has caused him to double the ongoing advice fee for his clients to meet the cost....

After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth D...

In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Aus...

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....

GQG Partners’ funds under management have marginally declined to US$105.8 billion at the end of 2023’s third quarter, compared to US$107.4 billion the previous month....

Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...

Magellan Financial Group has seen funds under management decline in September, with a 17 per cent loss seen in the global equities division. ...

Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....

Justice Mark Moshinsky has ruled a timeline for mediation between AMP Financial Planning and Equity Financial Planners to begin, and a former planner has called for the f...

Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...

With the third quarter behind us, Money Management collates several Australian fund launches over the last three months, as well as notable fund manager deals. ...

While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...

Linking with grassroots groups and ensuring First Nations people take the lead are key to servicing Indigenous clients, according to an Indigenous finance coach....

A new report from Capital Group has observed broad industry progress in overcoming challenges that previously deterred investors from adopting ESG strategies....

The sustainable investment manager has appointed a new head of institutional distribution for the Asia-Pacific region, who holds nearly 14 years’ experience at American C...

Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...

Financial Services Council chief executive, Blake Briggs, has shed a light on the need for industry body consolidation and how meaningful engagement between groups has br...

Financial investment advisers have been identified as a job experiencing a national skills shortage while a Treasury report has found migrant advisers are among the least...

The former chief executive of failed stockbroker BBY has been charged with aiding, abetting, counselling or procuring fraud with each of the two counts carrying a maximum...