As the 1 January 2026 education deadline looms, the Financial Advice Association Australia (FAAA) is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience ...

An artificial intelligence (AI) tool designed to shake up traditional financial advice business models has launched to the public. Last November, Money Management covered the announcement of a new AI ...

Russell Investments has partnered with financial advice firm Invest Blue to launch the Cornerstone Private Markets Managed Portfolio, to expand private market access for Australian advised investors.

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth (HNW) advice. The diversified financial services firm has ...

Integro Private Wealth has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast. The Perth-based wealth management firm has ...

Having rejected the possibility of going ASX-listed, Mason Stevens’ CEO details why the wealth platform went down the private equity (PE) route and how it intends to accelerate its growth ambitions.

Australian wealth manager Shaw and Partners has appointed a national head of private wealth, who previously spent more than 20 years at Macquarie Group. Chris Smith joined the firm last August as a ...

Two options are available when paying a lump sum superannuation death benefit to a SIS dependant who is a non-tax dependant, such as an adult child. The sum death benefit can be paid directly from the ...

Zenith Investment Partners has reaffirmed its ratings across Metrics Credit Partners’ suite of funds, a week after rival research house Lonsec downgraded several of the private credit manager’s ...

ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...

Adviser Ratings has entered a strategic partnership to introduce a professional indemnity (PI) insurance solution, aimed at opening up adviser supply and improving trust in the industry. The wealth ...

ASIC has announced that Falcon Capital Limited – the responsible entity for the First Guardian Master Fund – directors David Anderson and Simon Selimaj are now prohibited from leaving or attempting to ...