Innovative is one of the most used and overused words in wealth management, so much so that it has almost lost its meaning.

Only 17 per cent of high-net-worth clients around the world say their advice feels “seamless and personalised”. The 30th ...

The revised FY27 Compensation Scheme of Last Resort levy has fallen short of the $250 million worst-case scenario but has ...

Not even a year on from its acquisition of Melbourne-based financial advice firm PMD Financial Advisers, Shadforth is still ...

ASIC has criticised platform trustees’ oversight of advice documents, monitoring of advice fee caps and investment holding ...

As contrarian investors, Orbis Investments is usually “uneasy” when others are exuberant, but AI is a “monster trend” unlike ...

Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns ...

SMSF property spruikers will see their business model shaken up as the government moves to end the ability for a trustee to ...

Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, ...

Treasurer Jim Chalmers has appointed APRA insider Therese McCarthy Hockey and former Labor Assistant Treasurer David Bradbury ...

Many investors have used factors as a strategic tool to dial up client portfolios to meet investment objectives for years. Factor ETFs have democratized factors, helping investors capture excess ...