The ‘recipe for success’ of highly profitable advice firms; When should an adviser use an ROA?

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia.

After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?

As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships.

Former Australian Retirement Trust chief executive Bernard Reilly announced he was joining Perpetual this week – what other CEO moves has the industry seen since the start of 2024?

Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter.

Perpetual has appointed a new chief executive to replace Rob Adams, with the new appointment holding a background in leading change programs as the firm moves to complete the KKR deal.

Investors can lock in coupon payments from global credit at yields close to historical equity returns without equity risk factors, creating a golden age for bonds, writes Adam Whiteley.