Insignia Financial’s chief risk officer sheds light on why the “multidimensional” risks of operating a financial advice licensee requires a holistic and curious approach.

The top salaries for financial advisers have risen by more than a third in the past year in one state, according to recruitment firm Robert Walters.

JP Morgan Chase chief executive, Jamie Dimon, has stated it aims to eliminate the usage of proxy advisers by the end of 2024 in its asset management arm as he believes it is becoming difficult for portfolio managers to overrule their
voting decisions.

Findex has announced private equity firm Mercury Capital will acquire a 40 per cent stake in the company from KKR as it seeks to triple in size in the next five years.

ASIC has appealed the Federal Court’s decision to dismiss proceedings against Finder regarding a crypto-asset product.

“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client portfolios.

Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need, writes Brian Pillemer.