Dixon Advisory parent company E&P Financial Group has confirmed it will be delisting from the ASX after shareholders narrowly voted in favour of the move. The wealth management firm first announced in ...

ASIC has shared the percentage of breach reports that related to financial advice in FY24 as it breaks down the total volume submitted by licensees. The reportable situations regime requires licensees ...

Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet and will be hindered by the regulatory differences between financial advice and financial product ...

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Stephen Miller, market strategist at GSFM, to unpack the latest inflation figures ...

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, despite newer players battling for a piece of the pie. Netwealth’s 2024 AdviceTech Buyer’s Guide has ...

Former chief executive of the Responsible Investment Association Australasia (RIAA), Simon O’Connor, has joined the ethical advisory panel at U Ethical Investors. O’Connor worked as chief executive of ...

Pacific Current (PAC) has seen a slight decrease in funds under management (FUM), driven by outflows from an Australian partner. In a quarterly FUM update for the three months to 30 September, the ...

Modern defence planning has shifted towards safeguarding nations through a combination of technology-driven innovations and essential defence infrastructure. As the global landscape evolves, defence ...

Adviser Ratings has shared the characteristics of leaders from top advice firms. A top advice firm is described as one with a profit margin of more than 40 per cent and which is actively expanding its ...

Colonial First State (CFS) has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions. In a webinar, former ...

Minister for Financial Services Stephen Jones has continued to cite the new class of advisers as a way to reduce legislative complexity in financial advice. The minister spoke at the AFR Super and ...

The Australian Financial Complaints Authority (AFCA) has detailed how it deals with systemic issues, known as batch matters. Dixon Advisory is an example of what AFCA considers to be a batch matter ...