The winners of the 38th annual Fund Manager of the Year Awards have been announced, celebrating excellence, innovation and outstanding performance across Australia’s fund management industry. Held at ...

While the last full week of this financial year proved a quiet one, a steep dive throughout June has secured a net loss for the Financial Adviser Register (FAR). The latest Padua Wealth Data analysis ...

Four in 10 advice firms are relying on a single adviser, according to Business Health, creating potential problems around succession planning. The firm’s What If report, issued in June, said 41 per ...

US-based firm Kudu Investment Management has taken a strategic investment into Australian Financial Planning Group (AFPG). Founded in 2001, AFPG is an Australian wealth management firm offering ...

Establishing trust and navigating familial relationships is one of the most important considers for advisers in the intergenerational wealth transfer, according to a report. Shaw and Partners, in ...

Access to financial advice is strongly linked to higher levels of retirement preparation, according to CFS, as financial pressures continue to build. The notion that retirement is going to be quiet, ...

Lonsec has launched a new investment governance capability aimed at helping financial advice licensees, platforms and trustees strengthen oversight of approved product lists (APLs) and investment ...

While market volatility can make it harder for clients to keep a level head, a JBWere executive and adviser explained how the psychology of control is most important to navigating turmoil.

Based on the publicly available data, it has already seen four months in FY26 where complaints exceeded 10,000, while its lowest for this period was in December when it saw 8,252. Of the total ...

Fund managers are facing tougher trade-offs between valuation discipline and benchmark risk, according to Lonsec, while a shrinking group of stocks is driving global equity returns. Global equity ...

Count Limited has lost its position as the third-largest licensee in the sector after dropping its limited advice services as the Financial Adviser Register (FAR) takes another hit. After holding a ...

Many advice firms are still operating with a small business mindset, which an industry expert says is leaving little room to fund M&A growth as rising costs continue to pressure profitability. Nearly ...