Greater efficiency for advisers and the flow-on benefits to clients continue to drive managed account adoption, which has ...

The complaints authority has highlighted the intersection of conflicted advice models and SMSFs as being a significant ...

Cyber security poses a significant challenge for financial advisers due to the large volume of sensitive client data they ...

The advice technology firm has brought on two new hires, with one from a super fund and the other from accounting software platform Xero.

Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the ...

ASIC convened multiple sitting panels of the Financial Services and Credit Panel (FSCP) between July and October 2024 ...

The firm’s Melbourne office has added Malissa Tobias, Mark Heffernan, Shiva Vemula, Daniel Swallow, Andrew Epplett and Oscar ...

The threat to advisers isn’t going to come from AI any time soon, but it will come from other advisers that learn to harness AI faster.

The complaints authority has rebuffed claims that it is blaming advisers for product failures, arguing that ultimately ...

A 42-year veteran of the advice profession has suggested that specialisation provides a deeper level of value for clients as ...

There was a net gain of two advisers during the week to 13 March, according to Wealth Data. However, one licensee – Wealth Trail – was down by 27, which brought its overall net losses to 63. The ...