Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary. In a statement to the ASX, the firm said it will sell it to ASX-listed capital markets company Powerhouse ...

Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave. Ahead of her keynote address at the Women in Finance Summit 2024, ...

A report has highlighted a growing appetite among high-net-worth (HNW) individuals for private market investments, creating a significant opportunity for advisers. A recent report by Praemium, in ...

Elixir Consulting and Lonsec have quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved. The Managed Accounts Research Report 2024 from ...

Wealth Data has examined the calendar year-to-date change in the number of financial advisers offering holistic advice. In the nine-month period between 1 January and 19 September 2024, growth in the ...

The Financial Advice Association Australia (FAAA) has emphasised why seeking feedback is critical to retain and strengthen client relationships. According to Business Health, reaching out to clients ...

ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies while a consultancy has detailed how this can be achieved in financial services. In ...

With a growing number of advisers now running their own business, they need to rethink their role as being a business owner rather than just as a financial adviser. In an M&A report from Forte Asset ...

An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort (CSLR). The Senate Economics References Committee is due to scrutinise the collapse ...

The two firms have announced a new online development initiative to support more new entrants in joining the financial advice profession. Careers platform Striver and wealth management firm BT have ...

The Financial Services Council (FSC) has promoted Alexis George to deputy chair of its board. George, who is CEO of AMP, joined the FSC board in September 2023. She will support the FSC’s chair David ...

Fund managers made a big move away from cyclicals in September and into bond-sensitive sectors like utilities in September. According to the monthly Global Fund Manager Survey from Bank of America, ...