The ‘magic number’ in advice practices; WT Financial’s Cullen shares indicative FY24 results

Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance.

Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial.

Artificial Intelligence (AI) could be the biggest productivity booster since electricity, transforming every industry. At times like this, we avoid the hype by staying curious and asking the right questions so we can deliver better outcomes.

Monthly net flows into ETFs have surpassed $3 billion for the first time in July, as investors utilise the new financial year as an opportunity to enhance their portfolios.

Former federal MP Julia Banks insists that all women can use their personal power to advocate for a more inclusive workplace and support other women.

Fund manager PM Capital has expanded its intermediary distribution team in regional Australia with an appointment from State Street Global Advisors.

US fund manager T. Rowe Price says it is committed to Australia despite closing its Australian equities strategy with a focus on global equity funds for the intermediary market.

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers.