Integro Private Wealth has snagged an adviser and a paraplanner from SFR Advisory Group to aid its expanding focus on estate ...

While the financial advice industry has taken to the use of AI technology relatively fast, specialist high-net-worth advisers are leading the charge on this front.

The Principals’ Community has told the Dixon Senate inquiry that the existence of the CSLR and the way it has been set up ...

The cost of advice was a hot topic in 2024; however, an adviser has noted the lack of mention of AFSLs in the discussion, despite being one of the largest expenses for advice businesses.

The growing high-net-worth client base has continually been identified as an opportunity for financial advisers, but a new ...

While the terms of the transaction have not been disclosed, insurance brokerage, risk management and consulting services firm Arthur J. Gallagher & Co. announced on Monday that it had acquired Perth ...

The complaints authority has revealed that failure to pay their fees was the leading cause of members being expelled from the ...

From 10 January 2025, new requirements relating to ongoing fee arrangements and product consents now apply. While the goal of ...

A former client has told the Senate inquiry into the collapse of Dixon, that in-house product promotion allows unscrupulous ...

According to a recent report, around four in 10 advisers are already using AI in their business in some capacity, with a near ...

According to Morningstar, the new “fair value estimate” for Insignia is $3.95 per share, up from its previous number of $3.60 ...

The FAAA’s Phil Anderson has argued that the insights of former Dixon Advisory clients during the inquiry into its collapse ...