Client retention a key concern during wealth transfers
With as much as $84 trillion set to be inherited globally, a new report has found that almost half of...
With as much as $84 trillion set to be inherited globally, a new report has found that almost half of...
The corporate regulator has cancelled the AFSL of a Queensland-based advice firm currently in liquidation that had recommended investments that...
The profession and the opposition have voiced their concerns regarding the CSLR’s latest announcement, which has widely been perceived as...
Insignia Financial reported net outflows of $1 billion in the first quarter of FY2024–25, alongside flat adviser numbers.
The complaints authority’s annual review has shown a significant drop in the number of complaints related to investments and advice,...
Advisers are likely to be hit with a higher CSLR levy next year, with the body saying it “anticipates” the...
According to an industry expert, the evolving super and tax landscapes have made financial advisers essential for working Australians looking...
The corporate regulator has revealed its revenue collected through fees, charges, and supervisory cost recovery levies increased 12 per cent...
United Global Capital’s “advice model” included cold calls to consumers for a “superannuation health check” and encouraging them to rollover...
The financial advice software provider announced it has moved its development team in-house to have a “higher level of quality...
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...
Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...
Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.
