Enhanced research is vital for protecting investors and advisers, but limiting the sector to researchers that are both raters ...

Generation Development Group’s acquisitions of both Lonsec and Evidentia mark two of the most significant corporate developments in the Australian wealth management landscape. In a candid conversation ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

With just a month left before the education standard deadline, Parliament has passed a bill amending an error in the law that would’ve seen advisers who were relying on top-up courses to meet the ...

Shareholder activism has achieved many positive results by putting boards and executives under public pressure to do better.

For business owners, having a succession plan – a plan B to cover the worst-case scenario – is essential for continuity.

Shadow Minister for Financial Services Pat Conaghan has called out ASIC for failing in its enforcement role on Shield and ...

Professional insights on how advice businesses can use AI and automation to close the advice and client experience gaps dominated this year’s Netwealth Accelerate Summit. Adviser delegates reflect ...

InterPrac anticipates it will be fined and receive licensee restraints as a consequence of their role in the failed Shield ...

For those who remember the fable The Emperor’s New Clothes, the story is as relevant to markets today as it was to human nature centuries ago. An emperor, so enamoured with his own splendour, parades ...

The opening panel will address the key issues in the business and regulation of financial advice, setting the scene for the summit. It will examine how the advice ecosystem balances the need for ...