The Australian Wealth Management Awards 2025 was held tonight (22 August) at Sofitel Wentworth, Sydney, in partnership with principal partner, Metrics.

A former financial adviser has been extradited from New Zealand after being alleged to have misappropriated $4.1 million from 13 clients.

Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its advice division, and is looking to AI for future efficiencies.

Outflows have doubled in the property and infrastructure space to $1.3 billion with advisers instead favouring private markets as Morningstar data finds active property funds are struggling to ...

The $374 million Pengana International Equities listed investment company is seeking to restructure and boost shareholder returns with a move into global private credit.

Having predicted three ETF trends for Australia at the start of this year, State Street has shared how these are tracking and whether Australia will successfully reach US$30 billion ETF inflows for ...

Wealth Architects has acquired a Cairns-based advice practice as it seeks to expand its national advice presence.

A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional year (PY) concerns of exits.

With $34.9 million in cash on its balance sheet, Fiducian executive chairman Indy Singh has said the licensee won’t be rushed into making large advice acquisitions or paying out special dividends.

The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers may not be the answer.

As larger Australian Financial Services licensees (AFSLs) continue to expand their reach in what has become an increasingly expensive industry to operate, FAAA chief executive Sarah Abood says there ...