Cyber security poses a significant challenge for financial advisers due to the large volume of sensitive client data they ...

Greater efficiency for advisers and the flow-on benefits to clients continue to drive managed account adoption, which has ...

The complaints authority has highlighted the intersection of conflicted advice models and SMSFs as being a significant ...

Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the ...

The advice technology firm has brought on two new hires, with one from a super fund and the other from accounting software platform Xero.

The firm’s Melbourne office has added Malissa Tobias, Mark Heffernan, Shiva Vemula, Daniel Swallow, Andrew Epplett and Oscar ...

ASIC convened multiple sitting panels of the Financial Services and Credit Panel (FSCP) between July and October 2024 ...

The latest Wealth Data figures show a gain of two advisers over the last week, while one licensee has lost its remaining 27 ...

A 42-year veteran of the advice profession has suggested that specialisation provides a deeper level of value for clients as ...

SMSF Association chief executive Peter Burgess has responded to concerns raised over the use of cold-calling tactics to convince Australians to set up an SMSF and put their retirement savings into ...

As Australia continues to have an underinsurance issue, a risk industry specialist said there needs to be greater focus on ...

Having established several offices across Queensland, NSW and Victoria, the financial advice firm is expanding its reach to ...