At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and John Woods from Australian Ethical discussed the convergence of public and private markets. The pair were asked by ...

Following the purge of veteran MPs after Labor’s landslide election victory, the Coalition has announced a new shadow treasurer and financial services minister that are thin on economics experience.

Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision. The latest Adviser Ratings quarterly Musical ...

The firm, which has offices in Victoria and South Australia, has acquired Next Step PMD Financial Planning to strengthen its footprint in Victoria. The acquisition includes the transfer of a ...

Adviser Ratings’ Q1 2025 Musical Chairs Report has revealed that advisers need to charge an average of between $3,000 and $4,000 per client annually just to remain viable and cover the mounting costs.

Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast, Morningstar believes. Insignia reset its financial advice ...

Following the recent launch of its Private Equity Secondaries Fund, Coller Capital has made the fund available to investors on several wealth management platforms. The investment firm – which manages ...

Financial advice business models focused on holistic and investment advice have grown by just 2 per cent so far this financial year. Research from Wealth Data for the financial year to date, shows ...

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end. Due diligence comes to an end tomorrow (15 May), having been extended by a month from ...

In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fees for their clients. The ...