Business consultancy Business Health has shared 10 suggestions for firms onboarding new staff following a merger and acquisition. The financial advice and broader financial services industry is no ...

A new white paper from life insurer TAL has revealed how many retirees turn to their superannuation fund or financial adviser for support. TAL’s What I Wish I Knew About Retirement report surveyed ...

Former ASIC deputy chair Peter Kell is to chair the Australian Financial Complaints Authority’s consumer advisory panel. Kell was the deputy chair of ASIC from 2013 to 2018, having joined the ...

Financial advisers report experiencing trust issues in their business, both from consumers still distrustful after the Hayne royal commission and in their own staff, amid multiple ASIC adviser ...

A former teacher and international development worker shares his journey into the financial advice world. The topic of welcoming career changers into the advice profession has been widely discussed ...

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations. Freshwater Wealth is a Sydney-based advice practice that was first established in December last ...

Young investors aged 40 and under are more than twice as likely to measure the value of their financial adviser based on progress towards their goals. Recent findings from Dimensional Fund Advisors’ ...

The financial advice profession has seen double-digit adviser losses over the past week, including six advisers who departed Australia’s largest advice licensee. In the week ending 30 May, Wealth Data ...

This senior consultant has emphasised why “playing the long game” of cultivating a desirable work culture is vital for high-performing financial advice firms and their teams. Speaking on a recent ...

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility, according to a new white paper by Zagga. The paper by Zagga, titled, ‘The ...

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, according to law firm Hall & Wilcox ...

Regal Partners has grown funds under management (FUM) to $12.2 billion and flagged it may consider smaller bolt-on acquisitions, having withdrawn a bid last year for Pacific Current Group. In a ...