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 ...

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 ...

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 ...

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end. Due diligence comes to an end tomorrow (15 May), having been extended by a month from ...

The 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow. The recent volatility in global public markets — both on the ASX and ...

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 ...

Two advisers have received reprimands from the Financial Services and Credit Panel after falling short of their CPD requirements. The Australian Securities and Investments Commission (ASIC) has ...

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 ...

As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can navigate fund closures and renaming. Morningstar’s Global ...