Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam is unethical.

Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive developments in financial advice.

While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in defensive asset flows.

Betashares is to merge its managed account business with InvestSense to form a purpose-built, comprehensive option for financial advisers that will have $8 billion in funds under management (FUM).

Platinum Asset Management’s head of investment, Douglas Isles, has departed the fund manager after 12 years as the firm reshapes the business amid a merger with L1 Capital.

Whether received via human or digital means, financial advice is reportedly leading to lower stress and more confidence, according to Vanguard.

Determinations by the FSCP since the start of 2025 are almost double the number in the same period of 2024, with non-concessional contribution cap errors and incorrect advice among the issues.

ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches.

Global credit can be a useful diversifying asset class for Australian investors. It can offer higher income than cash, with less risk than shares, while bringing diversification benefits that can ...

Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection.

With AT1s being phased out, what fixed income alternatives can advisers use to replace these assets and the income they provide to clients?

At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, according to PwC’s mid-year ...