High numbers of clients are seeking one-off advice, according to Adviser Ratings, with some firms opting to choose them over lower-value recurring clients.

Former CountPlus chief executive, Matthew Rowe, has taken up a new role as chair of an advisory board.

Sequoia has detailed multiple “abnormal items” which have led to the firm cautioning on its short-term performance and considering consolidating its AFS licenses.

The ASX-listed asset management firm has announced a number of changes to its board after finalising its acquisition of Pendal Group.

A former tax partner at PricewaterhouseCoopers has been de-registered as a tax agent for integrity breaches after disclosing details of confidential law reforms.

HUB24 has announced the launch of additional ESG ratings functionality on the platform for selected managed funds and over 350 Australian listed securities.

2022 certainly was turbulent, writes Monik Kotecha, but some things don’t change, no matter how wild the ride.