As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months. Collating data from over 9,000 users, Ensombl’s Adviser ...

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business ahead of 2025. With many practices treating compliance as a once-a-year task, Assured ...

As licensees endeavour to meet their breach reporting obligations as part of a broader compliance culture, a legal expert has emphasised why robust documentation will prove fruitful, particularly in ...

Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients. The Betashares Financial Opportunity ...

Colonial First State (CFS) has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns. The ...

Former Magellan managers Michael Poulsen and Kris Webster have shared their learnings from setting up and running their own boutique fund manager Canopy Investors. The pair previously worked together ...

Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals ...

The deal between Perpetual and KKR is in doubt after the Australian Taxation Office (ATO) significantly reduced the estimated cash proceeds for shareholders due to a tax liability. Earlier this year, ...

Where the CSLR pays compensation to an eligible consumer in relation to an AFCA determination and notifies ASIC of the details of the firm that failed to pay the compensation, ASIC must cancel the AFS ...

ASIC has announced its finalised industry funding levy for financial advisers for the 2023–24 financial year. In July, the regulator published an estimated industry funding levy for the 2023–24 ...

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants, according to Wealth Data. The latest weekly numbers for ...

There were 289 people who sat the exam, with 207 sitting the exam for the first time. Some 77 per cent (225 candidates) passed, a significant jump from the 62 per cent pass mark in the August sitting.