Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th edition of the Capgemini World Wealth Report explains why fragmentation is ...
The revised FY27 Compensation Scheme of Last Resort levy has fallen short of the $250 million worst-case scenario but has ...
Not even a year on from its acquisition of Melbourne-based financial advice firm PMD Financial Advisers, Shadforth is still ...
Treasurer Jim Chalmers has appointed APRA insider Therese McCarthy Hockey and former Labor Assistant Treasurer David Bradbury ...
As contrarian investors, Orbis Investments is usually “uneasy” when others are exuberant, but AI is a “monster trend” unlike ...
ASIC has criticised platform trustees’ oversight of advice documents, monitoring of advice fee caps and investment holding ...
Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, ...
Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns ...
SMSF property spruikers will see their business model shaken up as the government moves to end the ability for a trustee to ...
The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser ...
WT Financial Group has completed the sale of its re-branded Spring Financial Group to Titan Advice Group, turning one of its first “Hubco” businesses into a $19 million super firm. TAG was one of the ...
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