Over the same period, the levy for advisers has risen from $24.1 million in FY25 to $78 million in FY26 and is set to reach an expected $120 million in FY27, with 90 per cent of complaints to the CSLR ...

Richard Quin, founder and chief investment officer, said: “We are pleased to welcome René and Joshua to the Bentham team at a time when investor demand for sophisticated credit solutions continues to ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

“Market volatility today is no different to any other upheaval over the past few decades. What sees investors through these times is following the golden rules – long-term investment in high-quality, ...

The FAR welcomed eight new entrants, while four new Australian Financial Services licencees (AFSLs) opened shop and two ceased operations. A total of 101 advisers were active with appointments and ...

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients. Assessing 2,000 of its clients ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. The latest Adviser Ratings 2025 ...

BlackRock has taken a $25 million stake in Generation Development Group as the two firms announce a strategic alliance to design and distribute tailored retirement solutions. This will combine ...

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. Neville Allan Kendrick was permanently banned from 22 April from providing any ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...