With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future. Leading the incumbent Labor Party is Anthony ...

Two co-founders have underscored why fostering trust with the next generation is vital to retaining intergenerational wealth. Losing significant assets through generational attrition is a key danger ...

The Stockbrokers and Investment Advisers Association (SIAA) has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness of both public and private ...

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their continuing professional development (CPD) requirements, including interpreting Financial Services and ...

In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote from Momentum Media’s Election 2025 event, followed by a Q&A focused ...

Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus, according to court documents. DOD, formerly known as ...

Insignia Financial has experienced total net outflows of $1.8 billion in the most recent quarter as a result of client rebalancing. In its quarterly results for the three months to 31 March, it said ...

Australia’s “sophisticated” financial services industry is a magnet for offshore fund managers, according to a global firm. Financial advisers are increasingly looking to ETFs as an investment vehicle ...

Macquarie Asset Management (MAM) has indicated its desire to commit to the fast-growing wealth business in Australia by divesting its North American and European public investment business. The firm ...

Recruitment firm Kapital Consulting, which specialises in recruiting technology roles for financial services firms including investment and asset managers, has detailed salaries for technology roles.

Financial advice firm DOD Bookkeeping has been penalised in the Federal Court for providing ‘cookie cutter advice’ to clients. DOD, formerly known as Equiti Financial Services, was penalised over $11 ...

Lonsec and SQM have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments. Unlisted markets are becoming increasingly integral in the ...