Private investment opportunities are moving up on the list of what investors want from their financial advisers, according to Natixis IM, and over half of firms say they ...
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education....
As ASIC chair Joe Longo pushes firms to prepare for the upcoming mandatory climate disclosure regime, what skills are necessary if firms are looking to expand their ESG t...
Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals which estimat...
Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution cha...
Shaw and Partners co-CEO, Earl Evans, reflects on the advice firm’s decade-long success story and why fostering a quality work culture sits at the heart of the business....
Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...
Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum ...
A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”....
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...
Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...
If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...