Over 70 per cent of financial advisers regularly work with other specialists in tax, aged care and estate planning to meet increasingly complex client needs. Viridian Advisory’s Adviser Sentiment Poll ...

Adviser Ratings has pinpointed five key trends characterising the future of the Australian financial advice profession. The research house’s quarterly Musical Chairs Report for Q3 2024 explored ...

A global investment management firm executive has called for standardised promotion policies to close the “gendered promotion gap”. Ahead of the Women in Finance Summit 2024, Cassandra Crowe, CFA and ...

Wealth management brands have emerged as some of the worthy winners at tonight’s inaugural Australian AI Awards 2024. With artificial intelligence rapidly permeating every industry, both small- to ...

As investors seek to mitigate risks and enhance returns, Janus Henderson has highlighted why bond exchange-traded funds (ETFs) can be crucial towards building resilient portfolios. With ...

Former financial adviser and Coalition backbencher Bert van Manen has introduced a bill in Parliament, building on Michelle Levy’s good advice duty and calling for SOAs to be scrapped. The bill, which ...

Formalising its arrangement to bring international advisers to Australia, the Financial Advice Association Australia (FAAA) has signed an international memorandum of understanding (MOU) with FPSB ...

Perpetual’s head of fixed income, Vivek Prabhu, has highlighted Australian mortgages as a potential bright spot for investments. Residential mortgage-backed securities (RMBS) present an opportunity to ...

While more than half of advice practices are using managed accounts currently, just 45 per cent of this cohort use them for over half of their client base. Data released by Netwealth has highlighted ...

Dixon Advisory parent company E&P Financial Group has confirmed it will be delisting from the ASX after shareholders narrowly voted in favour of the move. The wealth management firm first announced in ...

Punters were left disheartened by the central bank's announcement on Melbourne Cup Day. The Reserve Bank of Australia (RBA) has announced another rate hold after the September CPI data reinforced the ...

Adviser Ratings has shared the characteristics of leaders from top advice firms. A top advice firm is described as one with a profit margin of more than 40 per cent and which is actively expanding its ...