After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth Data reveals.
A Queensland financial adviser has detailed how the latest ASIC levy increase has caused him to double the ongoing adviser services fee for his clients to meet the cost.
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A former financial adviser who pled guilty to stealing $10 million from his clients to spend on boats and helicopters has been sentenced in a Melbourne court, with the judge describing his conduct as “reprehensible”.
While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals.
The specialist asset manager has launched the Global Opportunities Fund, following rising local demand from Australian investors for global sustainable investment options.
As an asset class, infrastructure has a number of unique characteristics that makes it an attractive option for investors across all points of the economic or market cycle, writes Sarah Shaw.
