A financial advice industry association, which had been vocal in boycotting the FASEA exam and fighting to retain life commissions, has shuttered.
The Australian robo advice industry has doubled its potential market size over the last two years, new research shows.
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes.
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount.
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SENIOR FINANCIAL PLANNER
SILWAY PTY LTD
Being empathetic, relatable, transparent and knowing when to 'keep it real' are attributes that separate a good financial adviser from a great one. Silway Private Wealth's Diana Saad gives a masterclass on how to bridge that gap. Karren Vergara writes.
High-net-worth advisers should be subject to the same educational qualifications and compliance obligations as those who provide retail advice.