Australia isn’t the only country suffering from a financial adviser shortage, with both the UK and the US reporting low numbers of advisers and a growing demand for advice. All three countries have ...

ASIC will interrogate the potential risks with private market investing for retail clients and assess whether the opportunity of democratisation to access is outweighed by the exposure to risk with ...

The Federal Court has frozen assets of financial adviser Ferras Merhi, who was caught in the middle of the ASIC investigation into the collapse of the $480 million Shield Master Fund. Merhi controls ...

Fitzpatricks Group has emerged from the shadows following a period under the radar thanks to a restructuring by new chief executive Andrew Fairweather. In his first major interview since taking the ...

The first step before adding new technology should be to complete a stocktake of what tech a practice already has, as a new solution the business may desire might already be in place. In a follow-up ...

A series of “best practice principles” for superannuation retirement income solutions issued by Treasury and currently circulating within the industry make it clear that if data really is the new oil ...