As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months. Collating data from over 9,000 users, Ensombl’s Adviser ...

Colonial First State (CFS) has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns. The ...

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business ahead of 2025. With many practices treating compliance as a once-a-year task, Assured ...

Former Magellan managers Michael Poulsen and Kris Webster have shared their learnings from setting up and running their own boutique fund manager Canopy Investors. The pair previously worked together ...

As licensees endeavour to meet their breach reporting obligations as part of a broader compliance culture, a legal expert has emphasised why robust documentation will prove fruitful, particularly in ...

Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals ...

Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients. The Betashares Financial Opportunity ...

ASIC has announced its finalised industry funding levy for financial advisers for the 2023–24 financial year. In July, the regulator published an estimated industry funding levy for the 2023–24 ...

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants, according to Wealth Data. The latest weekly numbers for ...

A relevant provider has received a written direction from the Financial Services and Credit Panel (FSCP) regarding advice related to the tax impact of a superannuation rollover. In its latest ...

Next-generation Australians are increasingly leaning towards financial advice as they plan ahead for when they receive an inheritance, according to Fidelity. Surveying over 1,000 Australians, ...

Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with Adamantem Capital. Based in Sydney, private equity firm Adamantem manages over $2 billion in assets ...