FAAA chief executive Sarah Abood said she was “shocked” at the estimated CSLR levy for 2025-26, with the bill potentially exceeding $4,500 per adviser.
In the week ending 30 January, Wealth Data recorded a net rise of 15 advisers, thanks to the 12 new entrants who joined the profession. Two new licensees opened up shop and two ceased operations. Some ...
A global survey by Hamilton Lane found that six in 10 (59 per cent) advisers plan on allocating at least 10 per cent to private market investments in 2025, of which 30 per cent plan to allocate 20 per ...