The Financial Advice Association Australia (FAAA) has revealed the overwhelming majority of advised clients trust their adviser to act in their best interests. The 2024 Value of Advice Consumer ...

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers. The service will gather and store the client information ...

The Australian Financial Services Licence (AFSL) of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of ...

GSFM and Australian Ethical have both made changes to their boards which will take effect this month. GSFM has appointed Robert Johanson as its new chair, following the retirement of Andrew McKinnon.

An array of exchange-traded funds (ETFs) were launched over the past three months. Money Management reviews the most notable ETF launches during 2024’s third quarter, including new products from ...

Nearly seven in 10 Australians do not feel prepared to make effective financial decisions, according to new research. The 2024 MLC Financial Freedom Report, conducted by McCrindle, surveyed over 2,500 ...

In a “higher for longer” interest rate environment, it’s important to find quality income while avoiding adding risk. Here’s how to do it. Predicting the direction of interest rates has been a ...

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year (PY). In January 2024, the ...

Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck. According to findings released by VanEck, financial professionals have ...

AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level”. In an announcement on Monday, AZ NGA confirmed ...

Praemium has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth (HNW) investors. According to the platform provider, the Praemium ...

Commentators have discussed whether licensees are providing enough value and support to their advisers for the high price tag, prompting some to consider the self-licensing route. In the world of ...