Platforms are trying to streamline their processes and increase efficiency, which has led to a “war on inefficiency” ...

Personalisation, private markets, and access to public markets are three core portfolio trends that will shape portfolios ...

Investment manager Barings will be joint lead arranger of a $345 million of senior secured credit facilities supporting AZ Next Generation Advisory.

The prudential regulator’s latest fund-level expenditure data shows funds’ advice costs totalled $1.7 billion in FY24, ...

The Financial Advice Association of Australia has called for major changes to the way AFCA and the CSLR operates, including ...

A whitepaper from Zurich has found a significant financial burden associated with the treatment of many medical conditions in ...

ASIC has questioned the democratisation of private markets and whether the opportunity for retail clients is outweighed by ...

The shortage of advisers is not only an issue in Australia as the UK and US are equally unable to meet the growing demand for ...

The Federal Court has frozen assets of financial adviser Ferras Merhi who is caught up in ASIC’s investigation into the ...

Before adding new tech, advice practices should complete a stocktake of pre-existing services as a desired solution may ...

Almost six months into the role, new Fitzpatricks Group CEO Andrew Fairweather plans to drive the firm’s national strategy to ...

As Treasury consults on a set of principles for delivering optimal retirement income solutions, it’s clear that super funds ...