ASIC has issued a warning to financial advisers and superannuation trustees to ensure they are complying with client consent requirements when entering into ongoing fee arrangements. In a statement on ...

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what they signal for the Reserve ...

The Commonwealth Bank of Australia (CBA) has formally dropped to zero advisers following LGT Crestone’s now-completed acquisition of its advice arm. Wealth Data’s weekly analysis of the Financial ...

National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair on board. Marcus O’Sullivan ...

With the Selfwealth acquisition under its belt, Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Australians. The Singapore-headquartered investment ...

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients. Assessing 2,000 of its clients ...

Netwealth’s chair is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position in September this year. The financial services company announced ...

Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protected from the risks of these ...

Wealth management is facing a “fundamental transformation” as the latest annual Capgemini World Wealth Report finds the wealth of Australia’s high-net-worth individuals (HNWIs) reaches $1.68 billion.

The days of financial advisers being “all things to all people” are behind us, as practices face a balancing act of rising fees alongside perceived value. Operating an advice business in Australia has ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...