Advice licensee WT Financial Group has detailed a joint venture with the local subsidiary of New York-based financial advice investor Merchant Wealth Partners (Merchant). Founder and CEO Keith Cullen ...

Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser. The report, conducted in partnership with cultural insights agency The Lab, studied 450 ...

Minister for financial services, Stephen Jones, say the role of new class of adviser is not a “backdoor attempt” by the government to allow them to provide full advice. In the draft legislation ...

National advice business Infocus has revealed a new integrated business model that seeks to partner with financial advisers and help scale up their practices. Infocus, having completed its acquisition ...

Magellan has confirmed the new leadership of its active infrastructure ETF once head of investment, Gerald Stack, exits in July. It was announced in late January that Stack would be departing in July ...

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith Investment Partners, but recognise it would benefit their businesses. In the ...

With Envest taking a 60 per cent majority stake, Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans and why Australia’s financial advice landscape is seeing foreign ...

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms. The second tranche of the package ...

Vanguard has indicated it is actively trying to meet the demand for international ETFs with its next ETF launches sitting in this space. According to the Betashares annual ETF review, international ...

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining two from rival Sequoia Financial Group. In this week’s Wealth Data numbers to 20 March, both Centrepoint ...