The firm, which has offices in Victoria and South Australia, has acquired Next Step PMD Financial Planning to strengthen its footprint in Victoria. The acquisition includes the transfer of a ...

Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and John Woods from Australian Ethical discussed the convergence of public and private markets. The pair were asked by ...

There have been strong numbers of returning advisers this year so far, according to Wealth Data, with 191 reported to date. Since the start of 2025, 180 individuals entering the industry have been new ...

Count Gold Coast has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its financial advisers. The Queensland-based equity partner – ...

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 ...

First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure. The global investment ...

South Australian financial advice firm Calder Wealth Management (CWM) has announced a strategic partnership with a risk advice firm. CWM has formed a strategic partnership with risk advice firm Life ...

With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree clients. Deloitte Access ...

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas interest in Australian financial advice. The firm, which is led by ...

The Federal Court has made orders freezing the assets of an individual allegedly associated with marketing Shield and First Guardian Master Funds. The orders, put in place on 17 March, freeze the ...

Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company. Rohan Mead, who first joined the ...

Ord Minnett has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private. The financial advice and investment services firm confirmed Malissa Tobias, Mark ...