‘Mature practices’ unlikely to take on new clients: FPA

The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners.

The ASX-listed investment and superannuation platform has recorded a 13.6% decline in its net inflows over its latest reporting period.

BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures.

Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business.

The corporate regulator has confirmed the looming departure of a commissioner, set to join global investment management company Vanguard.

CFA Societies Australia is urging asset managers to adopt its voluntary global ESG disclosure standards in a step towards uniformity and transparency for investors.

Former commandos Warren Loudon and David Vaughan launched their financial planning firm with the goal of “providing life changing advice to good people.”