As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months. Collating data from over 9,000 users, Ensombl’s Adviser ...

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business ahead of 2025. With many practices treating compliance as a once-a-year task, Assured ...

As licensees endeavour to meet their breach reporting obligations as part of a broader compliance culture, a legal expert has emphasised why robust documentation will prove fruitful, particularly in ...

A relevant provider has received a written direction from the Financial Services and Credit Panel (FSCP) regarding advice related to the tax impact of a superannuation rollover. In its latest ...

Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes (DBFO) legislation. With 2024 coming to a ...

Colonial First State (CFS) has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns. The ...

Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals ...

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants, according to Wealth Data. The latest weekly numbers for ...

Next-generation Australians are increasingly leaning towards financial advice as they plan ahead for when they receive an inheritance, according to Fidelity. Surveying over 1,000 Australians, ...

Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with Adamantem Capital. Based in Sydney, private equity firm Adamantem manages over $2 billion in assets ...

The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital. Last week, it was announced that the licensee had ...

Fund managers are entering 2025 with the most bullish sentiment since August 2021, helped by rising expectations for global growth and rotating cash into equities. According to the monthly Global Fund ...