At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

Event date: Thursday, 31 July 2025 • Venue: Sofitel Wentworth, Sydney • Welcome reception: 6:30pm AEST • Official start: 7:00pm • Dress: Black tie The second annual Australian Wealth Management Awards ...

Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of ...

Shangri-La, Sydney • Welcome reception: 6:30pm AEST • Official start: 7:00pm • Black tie Held in June in Sydney, the black-tie gala event brings together the industry’s top performers and stand-out ...

A range of industry challenges continue to plague the financial advice profession, according to BT, particularly as three-quarters of advisers struggle with staff recruitment. The wealth management ...

Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...

Two fund managers have unpacked why financial advisers are essential to their debut in the exchange-traded fund (ETF) space. The Australian ETF industry has seen an array of new players entering for ...

A former Ord Minnett financial adviser has been temporarily banned from contacting former clients after 17 clients moved over to her new employer. Faye Longmuir, a former adviser in the firm’s Perth ...

Natixis Investment Managers has explored how financial advisers can leverage derivative income exchange-traded funds (ETFs) to enhance income generation. According to the investment management firm, ...

South Australian financial advice firm Calder Wealth Management (CWM) has announced a strategic partnership with a risk advice firm. CWM has formed a strategic partnership with risk advice firm Life ...

An artificial intelligence (AI) tool designed to shake up traditional financial advice business models has launched to the public. Last November, Money Management covered the announcement of a new AI ...

Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave. Ahead of her keynote address at the Women in Finance Summit 2024, ...