Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of ...

Shangri-La, Sydney • Welcome reception: 6:30pm AEST • Official start: 7:00pm • Black tie Held in June in Sydney, the black-tie gala event brings together the industry’s top performers and stand-out ...

A range of industry challenges continue to plague the financial advice profession, according to BT, particularly as three-quarters of advisers struggle with staff recruitment. The wealth management ...

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 ...

Melbourne-based funds management firm Spatium Capital and Singapore-based Conduit Group have announced consolidation plans to expand their collaboration across distribution and markets. According to ...

Natixis Investment Managers has explored how financial advisers can leverage derivative income exchange-traded funds (ETFs) to enhance income generation. According to the investment management firm, ...

Eureka Whittaker Macnaught (EWM) has multiple offices across NSW and Queensland and provides holistic goals-based advice as well as finance and mortgage broking. The firm will now merge with Blue ...

In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners. Skinner holds multiple roles at the firm, which ...

Numerisk managing director and founder Richard Silberman examines the risk considerations for financial advisers looking to take the plunge into self-licensing as well as the legal ramifications. Last ...

ASIC has taken action on two Queensland-based AFSLs, one receiving a suspension and one seeing their licence cancelled. Responsible Entity Services Limited, based in Meadowbrook, Queensland, has seen ...

Business consultancy Business Health has shared 10 suggestions for firms onboarding new staff following a merger and acquisition. The financial advice and broader financial services industry is no ...

Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...