Minister for Financial Services Stephen Jones has continued to cite the new class of advisers as a way to reduce legislative complexity in financial advice. The minister spoke at the AFR Super and ...

In much the same way that medical specialists benefit from referrals from general practitioners, financial planners have much to gain from referral arrangements with other professional advisers, ...

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Stephen Miller, market strategist at GSFM, to unpack the latest inflation figures ...

Bezich has a background in financial advice as he formerly worked at Westpac Financial Planning for five years and AMP for five years, but most recently spent almost two years at ETF provider ...

ASIC has conducted a report into how AFSLs are starting to use artificial intelligence (AI) in their practices and possible areas where they could come unstuck from a governance perspective. In the ...

Colonial First State (CFS) has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions. In a webinar, former ...

Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients at the moment. The firm’s research, in collaboration with CoreData, ...

ASIC has shared the percentage of breach reports related to financial advice in FY24 as it breaks down the total volume submitted by licensees. The reportable situations regime requires licensees to ...

The Australian Financial Complaints Authority (AFCA) has detailed how it deals with systemic issues, known as batch matters. Dixon Advisory is an example of what AFCA considers to be a batch matter ...

Adviser Ratings has shared the characteristics of leaders from top advice firms. A top advice firm is described as one with a profit margin of more than 40 per cent and which is actively expanding its ...

Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a survey by Schroders. Over ...

Advice licensee Sequoia has shared an update on the streamlining of its operations in the new financial year, following an attempted shareholder rout. Earlier this year, the firm was subject to a ...