A recent study has found a strong connection between accessing professional financial advice and greater levels of confidence in retirement, however, over 40 per cent of older Australians are still ...

While adviser numbers broke a four-week winning streak, Sequoia is the real loser after losing 14 advisers in a single week as the InterPrac situation continues to sour. Sequoia Group, the parent ...

Hackett said: “The need for advice versus the supply is a bigger gap than ever, it has never been a better time to be an adviser as there are so many people who need and want advice. With the budget ...

This compared to a decline during the previous month when FUM fell by $13.8 billion as the result of negative market movements. The industry reported net April flows of $5.4 billion and market ...

Managers in private markets funds are able to demand higher salaries than their public peers as the vehicles gain popularity with wholesale and retail investors. According to the latest salary guide ...

A former United Global Capital (UGC) adviser who appealed to the Administrative Review Tribunal (ART) has seen his ban extended by an additional year. On 7 April, the Tribunal ruled to overturn a ...

Research house Zenith Investment Partners is set to launch a private asset portfolio in the third quarter of 2026 following three years of development, in association with Link Wealth. Zenith’s ...

In the past month, it has added three franchised businesses in Norwest and Illawarra in New South Wales and in Brisbane which expands its reach across key regions. It has also completed three bolt-on ...

Founded in 1846 by Independent Order of Odd Fellows (IOOF), it listed on the ASX in 2003 before changing the name to Insignia Financial in 2021 following the acquisition of MLC Wealth. The bidding ...

While the next generation prepares to up their involvement in family office operations, global research shows a severe lack of preparation for when founders eventually hand over the reins. The study ...

ETF Shares is to launch two commodity-focused ETFs following investor demand, expanding its product range to five ETFs. From 29 April, it will list a Global Lithium Miners ETF (VOLT) and Global Pure ...

Annuities are being re-evaluated by advisers as retirement income pressures intensify, acting as a complement to traditional portfolio construction methods which are under pressure in volatile markets ...