Clime Investment Management has sold a portion of its retail client book to an external financial planning practice for $1.6 million in its latest cost-out move. ...

Despite the advent of new advice technologies which promise to streamline the adviser-client relationship, research by Praemium and CoreData has found the trust and human...

Coastal Advice Group has announced a rebrand to mark the next phase of the firm as it pushes to hit a target of 15 acquisitions in FY25-26, expanding its national reach a...

HUB24 has taken an equity stake in Finura Group’s digital arm to accelerate the development of its SaaS platform, triggering the separation of Finura’s advisory business....

The FAAA has written to over 2,000 affected members to warn them of the upcoming education deadline with the organisation warning the numbers yet to meet the requirements...

At the FAAA Congress in Perth this week, HUB24 has announced it is developing myhub, an integrated advice solution designed to address productivity challenges in the indu...

Magellan fund manager Arvid Streimann has resigned after an investigation into allegations he had a workplace relationship with a junior employee. ...

Insignia Financial has shared a progress update on the acquisition by US private equity firm CC Capital as well as the departure of a long-standing director....

Despite banks largely having exited the industry, advisers under institutional licensees are least likely to switch while 26 advisers have been appointed to a licensee mo...

MLC Expand has appointed retirement specialist Andrew Long to work with advisers and licensees and drive growth for its recently launched retirement solution. ...

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

Insignia Financial’s acquisition by CC Capital is among the top five largest Australian M&A deals of the last 12 months, with the deal demonstrating not one but two key t...

Global X has appointed a former CFS director as its new head of marketing to lead the firm’s brand strategy and marketing initiatives. ...

After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance. ...

Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month....

The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving...

The outlook for small-scale retail funds may be “terminal” and has prompted Clime Investment Management to close two of its Australian funds. ...

Real Asset Management has appointed a head of funds management- real estate to support its growing property team as the firm expands its diversified real estate platform....

T. Rowe Price has launched a multi-strategy credit fund in partnership with US firm Oak Hill Advisors to bring the strategy to Australia for the first time....

Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more. ...