Australia has improved in global retirement rankings and is now sixth, ahead of Germany, the UK and the US. However, ...

A technology strategy shouldn’t start with the technology, and activity should not be confused with progress. Licensees in ...

A class action brought against Macquarie in its capacity as trustee of a platform that hosted the collapsed Shield master fund may take longer to settle and yield poorer results for investors than ...

The Financial Advice Association Australia’s submission to privacy reform consultation recommends clarifications including ...

Adding to its six existing locations, AGS is now present in Picton and Sutherland in New South Wales and Parkdale in Melbourne through the acquisition of Hartley Financial and Tax & Wealth.

An idea that started with a conversation in New York has led to Hamilton Wealth Partners opt for an outsourced chief ...

The conventional wisdom that the kids of advisers’ oldest clients stand to inherit their wealth might be overlooking the fact ...

Stanford University professor Stephen Kotkin says computing power will become the key geopolitical contest between the US and ...

The ownership and structure of financial advice businesses will remain varied and divers in coming years. Whether it’s ...

Esencia Wealth has added a managed discretionary account capability to its arsenal through a merger with Generation Wealth Partners, as it pushes ahead with its growth-by-merger strategy.

Pep Perry founded and ran Escala Partners for 13 years before building Othello, an end-to-end advice platform for DIY ...

Pep Perry ran Escala Partners for 13 years before building Othello, an AI-driven, platform for DIY ultra-high-net-worth individuals. It has embedded agentic AI running three modules covering ...