Advice firm Apt Wealth Partners has appointed Andrew Dunbar to lead the firm in its next growth phase, while former CEO James McGregor will step up as executive chair to ...

With the adviser education pathway deadline less than three months away, Padua Wealth Data is predicting a “very unstable last quarter” after three months of solid net gr...

Wealth management platform Netwealth has reported record quarterly net flows to managed accounts and is set to launch Netwealth Private for select advice groups this quar...

J.P. Morgan Asset Management has announced the launch of four low-cost ETFs in partnership with Vanguard Australia, enhancing advisers’ access to affordable, strategicall...

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

With platforms reporting frequent adviser requests for alternative assets, especially for high-net-worth clients, two platforms have shared the complexities of hosting th...

With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients...

While specialist advice firms have become an increasingly popular business model in recent years, industry analysis reveals whether there are financial benefits to be gai...

This week has marked only the second week of overall net losses since the start of the financial year, with M&A among the factors driving gains for licensees....

With North reporting its fastest six months of AUM growth in managed accounts, AMP says the vehicles have become a “foundational element of financial advice” for their ef...