And that's a wrap! The FinTech Platforms & Wraps Conference was a great success with delegates coming together to debate on the latest changes in the fintech space. Australia’s ‘must attend’ event for ...

Held in May in Sydney, the black-tie gala event showcased the depth of talent of the nation’s leading professionals and businesses in the wealth management industry while affirming the sector’s ...

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand. The firm has welcomed Andrew ...

While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr uncovers the greater cost of losing a valued team member. Staff recruitment and retention has ...

Dixon Advisory parent company E&P Financial Group has confirmed it will be delisting from the ASX after shareholders narrowly voted in favour of the move. The wealth management firm first announced in ...

Montaka has $260 million across three funds and offices in New York and Sydney. Under the arrangement, Montaka’s funds will operate independently of MFF and investors will continue to benefit from ...

Financial advisers are urging fund managers to improve their education and communication about alternative funds as they actively target them towards retail clients. Alternatives are growing in ...

Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet and will be hindered by the regulatory differences between financial advice and financial product ...

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

FE Crown Fund Ratings are a quantitative measure covering the hundreds of thousands of investment instruments that we collect worldwide. Here we describe the methodology behind the ratings and how ...

Business Health has shared six steps to calculating the price to deliver financial advice services in a profitable yet suitable way. According to the organisation, the average revenue per client for ...

The necessity of a succession plan for fund managers is becoming more important than ever as departures from two firms cause upheaval with mandates. Earlier this year, Peter Rutter announced he would ...