Two co-founders have underscored why fostering trust with the next generation is vital to retaining intergenerational wealth. Losing significant assets through generational attrition is a key danger ...

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their continuing professional development (CPD) requirements, including interpreting Financial Services and ...

As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed? The FSCP is a pool of industry participants, appointed ...

Index provider MSCI has unveiled two measures to make it easier for financial advisers and wealth managers to access transparent insights into private assets. Firstly, it has launched two indices to ...

Vanguard has announced a strategic alliance with two US asset managers to develop multi-asset solutions for US financial advisers which combine public and private markets. The index giant will ...

In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote from Momentum Media’s Election 2025 event, followed by a Q&A focused ...

Financial advice firm DOD Bookkeeping has been penalised in the Federal Court for providing ‘cookie cutter advice’ to clients. DOD, formerly known as Equiti Financial Services, was penalised over $11 ...

Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers. According to M&A consultant Radar Results’ latest ...

With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government? The last federal election was held on 21 May 2022 and won by Anthony ...

Prime Financial has flagged larger transactions will become a hallmark of its M&A strategy moving forward, as it seeks to step away from its “sleeping giant” reputation. Earlier this week, the firm ...

Lonsec and SQM have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments. Unlisted markets are becoming increasingly integral in the ...

Insignia Financial has experienced total net outflows of $1.8 billion in the most recent quarter as a result of client rebalancing. In its quarterly results for the three months to 31 March, it said ...