Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery amid a complex regulatory ...

Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product lists.

Janus Henderson is actively seeking to partner with private wealth firms in Australia as it looks to expand its number of strategic partnerships, as well as focus on retirement income product ...

Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A and how to ensure a successful fit.

Kaplan Professional has launched a new Financial Adviser Accelerator Suite to prepare new entrants and early-career advisers for the profession.

Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabilities, and a passive model ...

With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?

Volatility in US markets means currency is becoming a critical decision factor in Australian investors’ ETF selection this year.

Clime Investment Management is overhauling the selection process for its APLs, with managing director Michael Baragwanath describing the threat of a product failure affecting clients as “pure ...

Fitzpatricks Financial Group chief executive Andrew Fairweather has taken over responsibility for the group’s private wealth subsidiary as its general manager of advice transitions to a new internal ...

A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an AFSL.

The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of funds to just one primary ...