Advice industry grows but major AFSL loses 4 advisers; AMP BOLR objectors have their day in the sun

Overall adviser numbers saw gains last week with 10 new entrants, according to Wealth Data, but a major licensee lost four advisers.

Members of the AMP BOLR class action have told the Federal Court in a two-day hearing that they would be willing to risk receiving no settlement at all in favour of going to an appeal.

Australian investors have faced turbulent economic conditions in recent years. However, there is good news for those who want to alleviate some of this financial pressure.

The wealth management platform has completed its acquisition of 100 per cent of Xeppo, a data management and analytics tool, to create greater workflow efficiencies for financial advice businesses.

Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management.

A disciplined valuation approach includes a strong selling strategy. We outline five attributes to consider when building an exit strategy.

Pengana is making a strategic reposition to have private markets become the dominant part of its business as it targets the asset class towards non-institutional investors.

A former director of Sydney-based Courtenay House has been sentenced in the Supreme Court of NSW for his role in the operation of a Ponzi scheme.

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers.