Latest News
KANIKA SOOD
Wealth managers who want to retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData.
HARRISON WORLEY
The Financial Planning Association of Australia (FPA) is calling for greater gender balance in financial planning, citing increased consumer demand for female planners.
KARREN VERGARA
On the back of the aged care Royal Commission recently announced, financial advisers should delve deeper into the retirement living conversation with clients, according to a technical services expert.
JAMIE WILLIAMSON
In its second major acquisition this month, Sargon Capital will acquire 100% of financial advice technology provider Decimal.
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