Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its cl...

AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback....

Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business. ...

Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...

The investment giant has announced a $18 billion deal to acquire a leading US-based private credit manager, marking its third major alternatives deal this year....

The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details...

ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee too...

Magellan has seen its funds under management surpass $39 billion to the highest volume since August 2023, helped by three fund launches in association with Vinva Investme...

The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with thei...

Financial investment advisers have been singled out as a core skill in demand in Australia with the government aiming to attract more skilled migrants to the sector....

Inappropriate advice relating to SMSFs has been identified as a pain point for the advice industry, with professionals claiming these vehicles can draw out “the worst of ...

Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data....

In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of the legislation that passed during the government’s last-m...

Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney....

ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August....

A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years....

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...

The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....

T. Rowe Price has promoted head of Australia and New Zealand consultant relations, Cassandra Crowe, to the equivalent APAC role. ...

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administrat...