Beta Investing Pty Ltd (Palm Beach)

Nominations open for 2025 Power50

23 June 2025, 12:43pm

Nominate now in the 2025 FS Power50. Read more

AFCA urges adviser clarity on SMSF wholesale investor test

23 June 2025, 12:31pm

The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Read more

Increased local, international demand drives practice valuations

18 June 2025, 12:30pm

The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows. Read more

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

17 June 2025, 12:25pm

The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow ... Read more

Inheritance dissatisfaction an advice opportunity: Report

12 June 2025, 12:26pm

Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. Read more