As the advice industry evolves with technology, two business consultants have said successful advice firms will be those which focus on delivering an “experience” for the...
Global investment firm Lazard Asset Management has appointed AllianceBernstein’s global head of investment as chief executive, as current CEO Evan Russo prepares to step ...
With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates ar...
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...
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...
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...
Financial advice technology provider Padua Solutions has entered into a strategic investment and partnership to build an integration between advisers and mortgage brokers...
After eight consecutive weeks of adviser gains, the latest Padua Wealth Data analysis revealed adviser numbers have dropped as the profession begins to stagnate....
As advisers attempt to tackle mounting operational costs and achieve greater efficiency, the FY25 reporting season has revealed a growing focus on managed accounts among ...
Wrapping up the reporting season for the 2024–25 financial year, Money Management rounds up the results of Australia’s listed platforms....


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...