Innovative is one of the most used and overused words in wealth management, so much so that it has almost lost its meaning.

Advice firms running multiple advisers, and licensees overseeing hundreds or thousands of them, are finding that the hardest ...

First Guardian investors will get 8 cents on the dollar back on a loan the fund made to a property developer in western ...

Not even a year on from its acquisition of Melbourne-based financial advice firm PMD Financial Advisers, Shadforth is still ...

Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th ...

The revised FY27 Compensation Scheme of Last Resort levy has fallen short of the $250 million worst-case scenario but has ...

As contrarian investors, Orbis Investments is usually “uneasy” when others are exuberant, but AI is a “monster trend” unlike ...

ASIC has criticised platform trustees’ oversight of advice documents, monitoring of advice fee caps and investment holding ...

Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, ...

Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns ...

Treasurer Jim Chalmers has appointed APRA insider Therese McCarthy Hockey and former Labor Assistant Treasurer David Bradbury ...

The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser ...