Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave. Ahead of her keynote address at the Women in Finance Summit 2024, ...

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 ...

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 ...

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 ...

Two fund managers have unpacked why financial advisers are essential to their debut in the exchange-traded fund (ETF) space. The Australian ETF industry has seen an array of new players entering for ...

Merlon Capital Partners has acquired the minority stake in the business owned by Fidante. The boutique asset manager, which was founded in 2010, is already majority-owned by its principals, but ...

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep operational costs low, creating a recipe for success. Investment Trends recently revealed that the ...

South Australian financial advice firm Calder Wealth Management (CWM) has announced a strategic partnership with a risk advice firm. CWM has formed a strategic partnership with risk advice firm Life ...

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 ...

The organisation, which provides the prestigious Chartered Financial Analyst qualification among others, said it will rename its Certificate in ESG Investing next month. It said: “Since the ...

ASIC has cancelled the Australian financial services licence of Sydney advice firm Crown Wealth. The firm was authorised from 28 March 2017 to provide advice to retail and wholesale clients about ...

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, despite newer players battling for a piece of the pie. Netwealth’s 2024 AdviceTech Buyer’s Guide has ...