MUFG Pension and Market Services has expanded its partnership with proxy voting and investor communication platform Proxymity into the Australian market, following succes...

Women still account for less than one-quarter of Australia’s financial advice profession, with only two firms with more than 100 advisers having 30 per cent female advise...

As fund managers are urged to diversify their product ranges, they are finding a faster way to do this is via an acquisition of existing firms but experts say it is not w...

AFCA has urged financial advice firms that when recommending a product to clients where it receives any benefits, advisers must go beyond merely disclosing conflicts of i...

Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients amid increasing economic uncertainty ...

Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance...

With four in 10 advisers viewing the intergenerational wealth transfer as a threat to their practice, Business Health explores what to do when an established client relat...

ASIC has conducted a report into how AFSLs are starting to use artificial intelligence in their practices and possible areas where they could come unstuck from a governan...

The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director. ...

Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a...

The Financial Advice Association Australia is launching a new brand awareness campaign that includes promoting the advice profession as an attractive option for career ch...

AFCA has revealed to Money Management the number of Dixon Advisory complaints it has closed so far out of the more than 2,700 total complaints received....

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...

Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus. ...

CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....

As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms ...

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust ove...

For financial advisers and business owners seeking to run a top advice firm, Adviser Ratings has shared the characteristics of these leaders from top firms focusing on “s...

With less than 5 per cent of Dixon Advisory complaints closed, AFCA has detailed how it is dealing with systemic issues, known as batch matters, through a consistent yet ...

Former RIAA chief executive Simon O’Connor has joined the ethical advisory panel at U Ethical Investors. ...