FINANCIAL ADVICE

Financial planning

Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...

Financial planning

Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee network....

Financial planning

Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm....

Financial planning

Private client advice business Altus Financial has enacted its second merger in two months, merging with a Sydney-based practice to create a combined $3.5 billion firm....

Financial planning

Coastal Advice Group has completed the acquisition of three advice businesses across Australia, as it sets its sights on major national expansion over the next financial ...

Financial planning

Financial advisers are demonstrating growing interest in crypto ETFs, with momentum pushing assets in these products past $800 million. ...

Financial planning

Australians under 45 expect to need $100,000 per year to retire comfortably, but almost half the working population have no plan on how they will achieve this, Vanguard h...

Financial planning

Divergences in the ratings of private credit funds by the major research houses demonstrate why financial advisers need to dig deeper and look beyond the surface-level ra...

Financial planning

Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November. ...

Financial planning

Australia has marked a decade among the best countries for retirement, according to Natixis, but with high inflation threatening their retirement goals, a third say they ...

Financial planning

AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth, as a way to provide a succession solution, as well as career development op...

Expert Analysis

In today’s evolving financial landscape, advisers are under increasing pressure to deliver more value to clients, to be faster, smarter, and with greater consistency....

Financial planning

Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replaceme...

Financial planning

Private wealth manager Escala Partners has shared the difficult conversations that advisers need to have with their clients as strong sharemarkets prompt a portfolio reba...

Financial planning

As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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