Women still account for less than one-quarter of the Australian financial advice profession, having seen no growth in the past 12 months. Wealth Data analysis demonstrates that just 22 per cent of all ...

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 ...

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, ...

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

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, ...

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 ...

Proxymity, an online investor communications platform, and MUFG Pension and Market Services have expanded their partnership into the Australian market. The two firms have announced the rollout of ...

Pacific Current (PAC) has seen a slight decrease in funds under management (FUM), driven by outflows from an Australian partner. In a quarterly FUM update for the three months to 30 September, 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 ...

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 ...

As fund managers are urged to diversify their product ranges, the fastest way to do this is via an acquisition rather than making new hires. Earlier this week, Morningstar stated asset managers will ...

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 ...