News

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 ...
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 ...
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 ...
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 ...
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 ...
Vanguard has announced a strategic alliance with two US asset managers to develop multi-asset solutions for US financial advisers which combine public and private markets. The index giant will ...
Index provider MSCI has unveiled two measures to make it easier for financial advisers and wealth managers to access transparent insights into private assets. Firstly, it has launched two indices to ...
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 ...
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 ...
Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers. According to M&A consultant Radar Results’ latest ...
With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government? The last federal election was held on 21 May 2022 and won by Anthony ...
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 ...