The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, according to experts.

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to achieving this.

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live.

The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline.

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin.

Metrics Credit Partners is expanding its private credit fund range with a managed fund for retail investors following investor demand.

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments for investments.

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination relating to inappropriate advice, which then had to be paid by the CSLR.

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust over time.