Jasmine Siljic

Kaplan Professional has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements ahead of the upcoming deadline.

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found.

Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm.

RIAA responsible investing ESG greenwashing Responsible investment in Australia has hit a new record in assets under management (AUM), despite greenwashing concerns also intensifying.

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.

Having sold Madison Financial Group to Infocus earlier this year, Clime has now opened a new financial advice licensee.

insignia insignia financial bnp paribas custodian Insignia Financial has named BNP Paribas as its custodian for the MLC and OnePath businesses following an extensive tender process.

There has been a 16.3 per cent rise in the wealth of Australian billionaires this year to over $200 billion, UBS finds, as Australian advisers shift their offerings to meet this expansion and service their unique needs.

After seven years at the company, Iress' chief technology officer for wealth management has departed as the firm commences a search process to fill the role.