‘This isn’t dating, it’s a marriage’: Choosing the right investment provider; WT Financial bids farewell to 7 advisers

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalability to last long-term.

WT Financial lost seven advisers over the past week, but overall adviser numbers have welcomed a third consecutive week of double-digit growth.

Download Money Management's Portfolio Construction Guide 2025 to explore and demystify five asset classes that will assist advisers in enhancing portfolio construction strategies.

Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner.

There is less than a week to go before ASIC commences a compliance program on 1 August to ensure licensees have correct FAR records, and enforcement action is possible if details are incorrect.

An NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC.

Having completed the acquisitions of Merricks Capital and Argyle Group, funds under management at Regal Partners has risen 35 per cent to $16.5 billion.

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind.