Over the same period, the levy for advisers has risen from $24.1 million in FY25 to $78 million in FY26 and is set to reach an expected $120 million in FY27, with 90 per cent of complaints to the CSLR ...

International advice group Findex has a newly created senior role to spearhead its M&A and growth operations across Australia and New Zealand. The firm announced the appointment of Brent Matuschka as ...

Richard Quin, founder and chief investment officer, said: “We are pleased to welcome René and Joshua to the Bentham team at a time when investor demand for sophisticated credit solutions continues to ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

“Market volatility today is no different to any other upheaval over the past few decades. What sees investors through these times is following the golden rules – long-term investment in high-quality, ...

The Commonwealth Bank of Australia (CBA) has formally dropped to zero advisers following LGT Crestone’s now-completed acquisition of its advice arm. Wealth Data’s weekly analysis of the Financial ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. The latest Adviser Ratings 2025 ...

BlackRock has taken a $25 million stake in Generation Development Group as the two firms announce a strategic alliance to design and distribute tailored retirement solutions. This will combine ...

Matt Esler, co-founder and chief executive of Padua Solutions, said: “This partnership signifies an exciting step forward in supporting advisers to better manage their businesses and deliver ...

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. Neville Allan Kendrick was permanently banned from 22 April from providing any ...