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

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

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

Advice firms will need a 25 per cent increase in ongoing fees to sustain desirable shareholder returns, according to data and ...

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

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

Director tenure limits are embedded in governance codes across every major capital market. As Australian superannuation funds ...

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

The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser ...

WT Financial Group has completed the sale of its re-branded Spring Financial Group to Titan Advice Group, turning one of its first “Hubco” businesses into a $19 million super firm. TAG was one of the ...

Insignia Financial-owned licensee Shadforth Financial Group is incorporating new AI-enabled tools developed by the MLC Expand platform – also owned by Insignia – into its advice process in a move that ...

While the industry is still waiting to see the full impact, the Div 296 tax changes have created an inflection point to have vital conversations with clients around retirement and estate planning.