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 ...