Assured Support explores five tips to help financial advisers embed compliance into the heart of their business ahead of 2025. With many practices treating compliance as a once-a-year task, Assured ...

As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months. Collating data from over 9,000 users, Ensombl’s Adviser ...

Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals ...

Colonial First State (CFS) has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns. The ...

As licensees endeavour to meet their breach reporting obligations as part of a broader compliance culture, a legal expert has emphasised why robust documentation will prove fruitful, particularly in ...

As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC going forward. The acquisition was ...

The deal between Perpetual and KKR is in doubt after the Australian Taxation Office (ATO) significantly reduced the estimated cash proceeds for shareholders due to a tax liability. Earlier this year, ...

Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients. The Betashares Financial Opportunity ...

Former Magellan managers Michael Poulsen and Kris Webster have shared their learnings from setting up and running their own boutique fund manager Canopy Investors. The pair previously worked together ...

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants, according to Wealth Data. The latest weekly numbers for ...

In this special episode of Relative Return Unplugged, we are sharing a discussion between Momentum Media’s Steve Kuper, Major General (Ret’d) Marcus Thompson and AMP chief economist Shane Oliver on ...

Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes (DBFO) legislation. With 2024 coming to a ...