At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

The firm, which has offices in Victoria and South Australia, has acquired Next Step PMD Financial Planning to strengthen its footprint in Victoria. The acquisition includes the transfer of a ...

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. The latest Adviser Ratings 2025 ...

There have been strong numbers of returning advisers this year so far, according to Wealth Data, with 191 reported to date. Since the start of 2025, 180 individuals entering the industry have been new ...

Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and John Woods from Australian Ethical discussed the convergence of public and private markets. The pair were asked by ...

Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...

Generation Life sees advisers as critical to the launch of its new longevity products, as it enters a strategic alliance with BlackRock. Earlier this month, the firm announced it had formed a ...

Financial advice business models focused on holistic and investment advice have grown by just 2 per cent so far this financial year. Research from Wealth Data for the financial year to date, shows ...

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast, Morningstar believes. Insignia reset its financial advice ...

Trading platform Selfwealth has officially delisted from the ASX, marking the next step of Svava’s acquisition plans as it implements a scheme of arrangement. In an ASX announcement, Selfwealth said ...

Over half of advice practices are achieving profit margins of 20 per cent or more, according to Adviser Ratings, but practices with more than five advisers are seeing a significant revenue boost. Data ...

Private wealth manager LGT Crestone has shared how the firm is utilising private debt strategies via a satellite approach and encouraged advisers to look beyond domestic commercial real estate (CRE).