Research house SQM says the rise of separately managed accounts (SMA) has seen large advice groups seek their own ratings.

Macquarie’s $321 million remediation package will provide welcome relief for investors after a “difficult and challenging” experience, according to the FAAA’s Phil Anderson.

With fewer clients feeling secure in their retirement savings, women in particular often face the biggest risks to their ...

When a long-term client-couple separates, weighing empathy with ethical standards is an important balancing act advisers must ...

Total and Permanent Disability (TPD) insurance has long been a cornerstone of financial protection for Australians facing ...

The ability for those responsible for massive losses to avoid paying has been a point of contention around the CSLR, and the scheme’s operator wants broader subrogation rights to ensure the party at ...

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently ...

Most advice practices lack adequate succession planning, an issue that can create challenges as a practice’s principal or ...

It shouldn’t come as a surprise that no one wants to be left holding the $1.1 billion bag for the Shield and First Guardian ...

With referrals being the optimum method for new client acquisition, practices need to ensure all their staff have the skills ...

The super fund trustee will fully remediate all of its members the entirety of what they had invested in the Shield Master ...

Financial advisers, brokers and research houses are quietly directing retail investors into Australia’s $200 billion private ...