Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions having a positive effect. During the year, the top-performing licensees were WT ...

In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a ...

With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm’s partner David Haintz has a long history with Australian financial advice. Yesterday, it was announced that ...

Anthony Doyle has returned to Pinnacle, less than two months after leaving to join Schroders as an investment director. Doyle previously worked at Pinnacle affiliate Firetrail Investments as its head ...

A former IOOF chief executive and managing director of Centrepoint Alliance has joined the board of COG Financial, which previously made a bid to acquire Diverger. COG has appointed Tony Robinson as ...

Minister for financial services, Stephen Jones, say the role of new class of adviser is not a “backdoor attempt” by the government to allow them to provide full advice. In the draft legislation ...

ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his clients. Grant Richard Thomson ...

With Envest taking a 60 per cent majority stake, Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans and why Australia’s financial advice landscape is seeing foreign ...

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith Investment Partners, but recognise it would benefit their businesses. In the ...

Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a multidisciplinary firm. The two advisory practices are both a part of the AZ NGA network and now have 20 financial ...