ASIC has issued a warning to financial advisers and superannuation trustees to ensure they are complying with client consent requirements when entering into ongoing fee arrangements. In a statement on ...

The Commonwealth Bank of Australia (CBA) has formally dropped to zero advisers following LGT Crestone’s now-completed acquisition of its advice arm. Wealth Data’s weekly analysis of the Financial ...

National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair on board. Marcus O’Sullivan ...

With the Selfwealth acquisition under its belt, Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Australians. The Singapore-headquartered investment ...

Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protected from the risks of these ...

Wealth management is facing a “fundamental transformation” as the latest annual Capgemini World Wealth Report finds the wealth of Australia’s high-net-worth individuals (HNWIs) reaches $1.68 billion.

The days of financial advisers being “all things to all people” are behind us, as practices face a balancing act of rising fees alongside perceived value. Operating an advice business in Australia has ...

Kaizen Recruitment has revealed what salaries ESG professionals can expect in financial services, with the ESG hiring space experiencing greater stability. In its ESG and Sustainable Investment Salary ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...