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With the ESG label often causing confusion among investors, Nanuk Asset Management has encouraged financial advisers to use more plain, specific language with their clien...

Financial planning • 7 May 2025

Former national business growth manager at AMP Advice has taken a new role at Sequoia Financial Group....

Financial planning • 7 May 2025

There are “multiple black swan events” threatening the financial advice industry currently, according to the FAAA’s Phil Anderson, potentially running up the compensation...

Financial planning • 7 May 2025

Despite the government agreeing to replace SOAs with CARs, the FAAA and SIAA believe greater streamlining of documentation is needed for the change to have a positive imp...

Financial planning • 7 May 2025

Trading platform Selfwealth has officially delisted from the ASX, marking the final step of Svava’s acquisition plans as it implements a scheme of arrangement....

Funds management • 8 May 2025

The global asset manager is launching its second alternatives fund for Australian wealth clients, focusing on private equity investment opportunities....

Funds management • 8 May 2025

BlackRock has taken a $25 million stake in Generation Development Group as the two firms announce a strategic alliance to design and distribute tailored retirement soluti...

Funds management • 8 May 2025

The US dollar has been making headlines in 2025, caught up in the Trump Administration’s efforts to restructure the global economy through tariffs and other trade barrier...

Expert Analysis • 8 May 2025

Less than one-third of Australian business owners have an ongoing advice relationship, according to NAB Private Wealth, highlighting an unmet opportunity for the advice p...

Financial planning • 8 May 2025

There have been strong numbers of returning advisers this year so far, according to Wealth Data, already surpassing the same period for 2024....

Financial planning • 8 May 2025

The FAAA is calling for regulators to take a partnership approach with financial advisers regarding incoming legislation, rather than treating the industry as “guinea pig...

Financial planning • 8 May 2025

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor’s sweepi...

Editorial • 8 May 2025

Adviser Ratings’ latest financial landscape report finds there is a demographic of advice practices achieving an average revenue of $5 million, with only 3 per cent of pr...

Financial planning • 8 May 2025

The director of Ascent Investment and Coaching, Michael Dunjey, has been charged with 33 criminal offences. ...

Financial planning • 9 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 2 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 1 day ago