The week ending 5 March saw the licensee suffer its second consecutive net adviser loss of eight, with Sequoia down to 234 after losing 73 advisers in the last six months, according to Padua Wealth ...

The Adviser Innovation Summit has announced a strategic rebrand and expansion as the Evolution of Advice Summit (EAS26), signalling a bold new chapter in the conversation shaping the future of the ...

In its submission to Treasury’s consultation on enhancing oversight and governance of managed investment schemes, the joint ...

Speaking with ifa in February, Vanguard global chief economist Joe Davis argued that ChatGPT is “probably largest provider ...

Financial advisers, more so than many other professionals, are privy to some of the most personal aspects of their clients’ lives. From helping align retirement to estate planning, possibly the most ...

The move follows Bombora’s recent push to strengthen collaboration across its network, including the launch last year of a ...

Congratulations on winning Holistic Adviser of the Year for both NSW and Australia at the ifa awards, what do you think set ...

The Sitting Panel explained that the relevant provider, identified as Mr T, advised a client to establish an SMSF, rollover existing funds into the SMSF and make investments in certain unregistered ...

The collapse of Shield and First Guardian has driven a surge in investments and advice related complaints, with the ...

Xu has been working as an adviser for Shore Financial Planning for eight years and holds a Bachelor of Applied ...

Australian investors have entered this year with a markedly different mindset to that of the early 2020s. While the domestic ...

Natalia Clack, director of Super Easy, said the appeal of an SMSF for many people is the ability to move beyond the standard ...