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 ...

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 ...

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 ...

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 ...

Technology platform GBST has shared five ways the wealth management sector will be impacted by AI in the next two years. The firm said too much focus is being given to ways in which the sector could ...

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 ...

Expanding its distribution team, Centuria has hired Gracian Marando and Crystal Wang as senior members of its Sydney-based office to focus on serving the growing east coast private capital network of ...

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 ...

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 ...

Janus Henderson has received shareholder approval for its acquisition by Trian and General Catalyst while also agreeing a strategic long-term mandate with BNP Paribas. The Trian and General Catalyst ...

In an ASX statement, the fund manager said it will close its Australian Small Cap Hedge Fund Complex ETF (KSM) as it believes it is unlikely to achieve scale. The ETF invests in Australian and New ...

A Middle Eastern private equity firm has acquired a minority stake in alternative asset manager La Trobe Financial from Brookfield, valuing La Trobe at $3 billion. Axight is an Abu Dhabi-based private ...