ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay.

Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities.

Generation Development Group (GDG) has appointed former Evidentia chief executive Peter Smith as an executive director. Smith will join the board with immediate effect, and the firm said he has ...

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.

In a report Building better portfolios with private markets: A goals-based framework, Tony Davidow, senior alternative investment strategist, discussed the requirements of due diligence for these ...

In the same way psychologists offer guidance amid volatile periods, financial advisers also provide emotional counsel to clients during market swings, says Escala Partners.

Commonwealth Bank exits financial advice industry as LGT Crestone acquires its advice arm, marking a significant shift post-Hayne royal commission.

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what they signal for the Reserve ...

With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one month still to go.

Increased demand for private credit has boosted assets under management at MA Financial, and the firm is viewing an “enormous opportunity” to distribute the funds in the US.

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth practices.

With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Australian financial advice.