Being flexible and understanding female staff within an advisory firm can translate into a better relationship with female clients....

The purchase of financial firms is varying by state with strong demand in Western Australia and buyers considering interstate deals....

The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam Perera, but the Quality of Advice review could mean impr...

PwC partner, David Cox, has been elected as president of FINSIA, succeeding Victoria Weekes who is retiring after serving a maximum term. [pandp]...

US-based investment manager Vaughan Nelson has partnered with Investors Mutual to launch a global small and mid-cap fund for Australian retail investors....

Organisations have welcomed the Albanese Labor government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and ...

Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of fina...

Compassion should be given to those advisers who have not yet passed the financial adviser exam, according to the AFA’s Phil Anderson, rather than condemnation....

Lifespan Financial Planning has launched a digital investing solution to support the mass market Australians who are priced out of receiving holistic personal advice from...

The March quarter national accounts do not suggest the Reserve Bank of Australia should be contemplating a more aggressive path, according to GSFM....

The term ‘general advice’ should be renamed ‘general information’ according to Scientiam, in order to strengthen consumer protections and minimise confusion....

A new member organisation has been formed, established by three former directors of the Profession of Independent Financial Advisers....

Money Management examines how the 10-year returns of funds have been changed by the turbulent first five months of 2022. ...

The financial advice industry has fallen by triple digits for the third week in a row, according to Wealth Data, with year to date licensee closures more than double the ...

State Street has appointed John Venardos as managing director of portfolio solutions....

Tasmanian financial planning firm Ford Scott has engaged online advice business Otivo to bridge the industry-wide challenge of unaffordable advice and orphaned clients....

It is “highly unusual” to see a market sector crash twice in two years as the technology sector falls back to pre-COVID levels, according to Dale Gillham, despite the sma...

TAL has announced the appointment of Mark Joiner as independent chair, following Duncan Boyle’s decision to retire after eight years leading the board....

Licensees should ensure they pre-vet any advice given, according to Fourth Line, as it is no longer acceptable to conduct retrospective audits....

Advisers cannot shy away from conflict in a client relationship if it is needed to secure consent for the advice, according to the AFA....