A financial adviser has been given a reprimand by the Financial Service and Credit Panel (FSCP) for contraventions under the Corporations Act regarding superannuation advice. The FSCP was convened by ...

Dinsmore joins independent investment manager Copia from Wellington Management, where he led the firm’s financial intermediary business for Australia and New Zealand. In total, he spent 14 years at ...

Generation Life sees advisers as critical to the launch of its new longevity products, as it enters a strategic alliance with BlackRock. Earlier this month, the firm announced it had formed a ...

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 ...

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 ...

A decade after being permanently banned from financial services, a former financial adviser will finally face court in WA following a failed bid to avoid extradition. Former financial adviser Marion ...

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 ...

As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can navigate fund closures and renaming. Morningstar’s Global ...

With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can target this underserved client segment. Recent findings from NAB Private ...

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 ...

The volume of flows into ETFs grew by almost a third in April, according to VanEck, with two Vanguard funds seeing heavy inflows. The firm’s monthly ETF report found April’s flows were $4.5 billion, ...

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.