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07 April 2025 • by Keith Ford

AFCA defends ‘counterfactual approach’ to advice complaints

The complaints authority has sought to de-mystify its loss calculations, with the process receiving heightened scrutiny in the wake of escalating CSLR ...
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WT Financial and Merchant back merger in first post-JV deal

The joint venture between the advice network and equity firm will invest $3.5 million in a three-firm merger. Less ...

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83% of advice practices report increased revenue amid regulatory uncertainty

While advisers have undoubtedly had a rough run of late, Adviser Ratings says the profession has “not merely survived – ...

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March financial adviser exams see strong pass rate

ASIC has released the first exam pass rate for 2025, with the March exam seeing a slight dip following up a record high ...

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How can advisers communicate value to prospective clients?

While cost is always a factor for prospective advice clients, a new report has found that trust and personalised, ...

Market Volatility Centre

Access a helpful collection of volatility-relevant insights from our investment experts and resources to help your clients stay the course during market volatility.

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franklin-templetonOctober 16, 2020By Jeremiah Sebastian
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