Evidentia Group has announced chief executive Michael Wright will move across to become chair of the firm, succeeding Peter Smith who will step down from the role. Wright has been CEO of Evidentia ...

Financial advisers are working with high-net-worth clients to establish a wealth transfer plan but a Shaw and Partners report suggested they should also be using the opportunity to secure the next ...

While the Australian financial advice sector has become highly attractive for foreign capital investors, WT Financial Group founder Keith Cullen said there are four key areas businesses should be ...

Nearly one in two Gen Z and Millennials are investing in shares, ETFs or other financial products, according to a new Vanguard report. More than 1,000 Australians were surveyed for Sitting on the ...

With less than five weeks left of the current financial year, the Financial Adviser Register (FAR) has finally ticked into positive gains for FY26. Padua Wealth Data’s latest industry analysis shows a ...

Infocus has received a minority investment from Scarcity Partners, a specialist growth investor in investment managers. Scarcity Partners said it has taken a “minority position” but did not disclose ...

Infocus founder Darren Steinhardt says the decision to work with growth investor Scarcity Partners will allow the firm to embrace its next chapter and whether it considered offshore interest. Earlier ...

A member of Dexus Asset Management’s C-suite has left the firm after more than 20 years due to internal changes. On 26 May, Dexus Asset Management Limited (DXAM) released an ASX announcement that ...

As M&A activity continues to run rampant across the advice sector, two industry professionals have discussed the ways practices can go about growth. Speaking at the Morningstar conference in Sydney ...

At the centre, the firm explained, is the AMP Lifetime Retirement Income with the purpose of giving members the confidence to spend in retirement knowing their income will last through their life.

The FAAA said only a “few advice practices” in the space use lead generators but the crux would be if one of the few who did, chose to ignore those obligations. It suggested appropriate obligations ...

Worldwide ETF assets have surpassed $30 trillion thanks to strong flows with three providers accounting for 59 per cent of market share. According to global ETF research firm ETFGI, total assets under ...